RIA

Regal Investment Advisors Portfolio holdings

AUM $1.73B
1-Year Est. Return 17.76%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+17.76%
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 +$4.72M
2 +$4.47M
3 +$4.39M
4
MVV icon
ProShares Ultra MidCap400
MVV
+$4.07M
5
UWM icon
ProShares Ultra Russell2000
UWM
+$4.01M

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
651
$7K ﹤0.01%
+134
652
$7K ﹤0.01%
+150
653
$7K ﹤0.01%
+814
654
$7K ﹤0.01%
+480
655
$7K ﹤0.01%
+1,372
656
$7K ﹤0.01%
+203
657
$7K ﹤0.01%
+96
658
$6K ﹤0.01%
+307
659
$6K ﹤0.01%
+100
660
$6K ﹤0.01%
+149
661
$6K ﹤0.01%
+80
662
$6K ﹤0.01%
+800
663
$6K ﹤0.01%
+101
664
$6K ﹤0.01%
+800
665
$6K ﹤0.01%
+250
666
$6K ﹤0.01%
+1,160
667
$6K ﹤0.01%
+170
668
$6K ﹤0.01%
+115
669
$6K ﹤0.01%
+200
670
$6K ﹤0.01%
+240
671
$6K ﹤0.01%
+92
672
$6K ﹤0.01%
+900
673
$6K ﹤0.01%
+25
674
$6K ﹤0.01%
+292
675
$6K ﹤0.01%
+780