RIA

Regal Investment Advisors Portfolio holdings

AUM $1.33B
1-Year Est. Return 14.14%
This Quarter Est. Return
1 Year Est. Return
+14.14%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$171M
AUM Growth
-$9.92M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,030
New
Increased
Reduced
Closed

Top Buys

1
+$2.46M
2
+$1.94M
3
+$1.92M
4
BSV icon
Vanguard Short-Term Bond ETF
BSV
+$1.84M
5
FLOT icon
iShares Floating Rate Bond ETF
FLOT
+$1.61M

Top Sells

1
+$5.26M
2
+$4.93M
3
+$4.87M
4
MVV icon
ProShares Ultra MidCap400
MVV
+$4.57M
5
DDM icon
ProShares Ultra Dow30
DDM
+$4.35M

Sector Composition

1 Consumer Discretionary 7.46%
2 Industrials 5.12%
3 Energy 5.1%
4 Consumer Staples 5.09%
5 Healthcare 4.49%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
551
$13K 0.01%
500
552
$13K 0.01%
1,060
+40
553
$13K 0.01%
253
554
$13K 0.01%
500
555
$13K 0.01%
551
-19
556
$13K 0.01%
435
557
$13K 0.01%
+43
558
$13K 0.01%
790
+310
559
$13K 0.01%
170
-1,000
560
$13K 0.01%
350
-28,189
561
$13K 0.01%
750
562
$13K 0.01%
150
563
$13K 0.01%
1,200
564
$13K 0.01%
450
-110
565
$12K 0.01%
233
-9
566
$12K 0.01%
508
567
$12K 0.01%
250
568
$12K 0.01%
80
569
$12K 0.01%
200
-200
570
$12K 0.01%
620
-44
571
$12K 0.01%
650
572
$12K 0.01%
250
+10
573
$12K 0.01%
1,425
574
$12K 0.01%
537
+12
575
$12K 0.01%
400
21 22
23
24 25