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
626
$9K 0.01%
666
-7,973
627
$9K 0.01%
2,445
-676
628
$9K 0.01%
167
629
$9K 0.01%
1,100
630
$8K ﹤0.01%
100
-150
631
$8K ﹤0.01%
296
-692
632
$8K ﹤0.01%
300
633
$8K ﹤0.01%
200
634
$8K ﹤0.01%
200
635
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+200
636
$8K ﹤0.01%
292
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637
$8K ﹤0.01%
30
638
$8K ﹤0.01%
114
639
$8K ﹤0.01%
+800
640
$8K ﹤0.01%
500
641
$8K ﹤0.01%
200
642
$8K ﹤0.01%
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$8K ﹤0.01%
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$8K ﹤0.01%
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$8K ﹤0.01%
700
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$8K ﹤0.01%
107
647
$8K ﹤0.01%
194
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648
$8K ﹤0.01%
58
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649
$8K ﹤0.01%
187
-53
650
$8K ﹤0.01%
67
24 25
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