RIA

Regal Investment Advisors Portfolio holdings

AUM $1.67B
1-Year Est. Return 16.77%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+16.77%
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
+$2.45M
2
+$1.92M
3
+$1.9M
4
BSV icon
Vanguard Short-Term Bond ETF
BSV
+$1.83M
5
FLOT icon
iShares Floating Rate Bond ETF
FLOT
+$1.61M

Top Sells

1
+$5.06M
2
+$4.82M
3
+$4.56M
4
MVV icon
ProShares Ultra MidCap400
MVV
+$4.46M
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
626
$9K 0.01%
666
-7,973
627
$9K 0.01%
2,445
-676
628
$9K 0.01%
167
629
$9K 0.01%
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630
$8K ﹤0.01%
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631
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107
632
$8K ﹤0.01%
100
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633
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296
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634
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300
635
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200
636
$8K ﹤0.01%
200
637
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638
$8K ﹤0.01%
292
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639
$8K ﹤0.01%
30
640
$8K ﹤0.01%
114
641
$8K ﹤0.01%
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642
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$8K ﹤0.01%
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$8K ﹤0.01%
194
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648
$8K ﹤0.01%
58
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649
$8K ﹤0.01%
187
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650
$8K ﹤0.01%
67
24 25
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