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
$181M
AUM Growth
–
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
960
New
Increased
Reduced
Closed

Top Buys

1
+$4.79M
2
+$4.45M
3
+$4.35M
4
UWM icon
ProShares Ultra Russell2000
UWM
+$4.12M
5
MVV icon
ProShares Ultra MidCap400
MVV
+$4.04M

Top Sells

No sells this quarter

Sector Composition

1 Consumer Discretionary 6.45%
2 Consumer Staples 4.47%
3 Energy 4.38%
4 Financials 4.12%
5 Technology 3.96%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
576
$11K 0.01%
+179
577
$11K 0.01%
+300
578
$11K 0.01%
+500
579
$10K 0.01%
+100
580
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+150
581
$10K 0.01%
+920
582
$10K 0.01%
+260
583
$10K 0.01%
+800
584
$10K 0.01%
+260
585
$10K 0.01%
+600
586
$10K 0.01%
+100
587
$10K 0.01%
+330
588
$10K 0.01%
+400
589
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+240
590
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591
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+240
592
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593
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594
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595
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+406
596
$10K 0.01%
+100
597
$10K 0.01%
+610
598
$10K 0.01%
+893
599
$10K 0.01%
+241
600
$10K 0.01%
+335
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