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
626
$8K ﹤0.01%
+400
627
$8K ﹤0.01%
+200
628
$8K ﹤0.01%
+900
629
$8K ﹤0.01%
+378
630
$8K ﹤0.01%
+30
631
$8K ﹤0.01%
+285
632
$8K ﹤0.01%
+494
633
$8K ﹤0.01%
+900
634
$8K ﹤0.01%
+575
635
$8K ﹤0.01%
+700
636
$8K ﹤0.01%
+107
637
$8K ﹤0.01%
+193
638
$8K ﹤0.01%
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639
$8K ﹤0.01%
+200
640
$8K ﹤0.01%
+102
641
$8K ﹤0.01%
+400
642
$8K ﹤0.01%
+1,100
643
$8K ﹤0.01%
+750
644
$7K ﹤0.01%
+170
645
$7K ﹤0.01%
+300
646
$7K ﹤0.01%
+200
647
$7K ﹤0.01%
+57
648
$7K ﹤0.01%
+538
649
$7K ﹤0.01%
+114
650
$7K ﹤0.01%
+200