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
576
$12K 0.01%
500
577
$11K 0.01%
131
578
$11K 0.01%
150
579
$11K 0.01%
845
580
$11K 0.01%
425
+325
581
$11K 0.01%
2,650
582
$11K 0.01%
429
+5
583
$11K 0.01%
600
584
$11K 0.01%
824
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585
$11K 0.01%
100
586
$11K 0.01%
375
587
$11K 0.01%
1,226
+412
588
$11K 0.01%
132
+1
589
$11K 0.01%
158
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590
$11K 0.01%
+160
591
$11K 0.01%
215
592
$11K 0.01%
530
593
$11K 0.01%
205
-524
594
$11K 0.01%
296
595
$11K 0.01%
335
596
$10K 0.01%
900
597
$10K 0.01%
225
598
$10K 0.01%
200
599
$10K 0.01%
120
-30
600
$10K 0.01%
260
22 23
24
25 26