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
651
$8K ﹤0.01%
750
652
$7K ﹤0.01%
355
+48
653
$7K ﹤0.01%
148
-203
654
$7K ﹤0.01%
+200
655
$7K ﹤0.01%
80
656
$7K ﹤0.01%
+120
657
$7K ﹤0.01%
400
-1,693
658
$7K ﹤0.01%
102
+1
659
$7K ﹤0.01%
57
660
$7K ﹤0.01%
544
+6
661
$7K ﹤0.01%
310
+150
662
$7K ﹤0.01%
1,160
663
$7K ﹤0.01%
+68
664
$7K ﹤0.01%
136
+2
665
$7K ﹤0.01%
542
-1,128
666
$7K ﹤0.01%
4,920
667
$7K ﹤0.01%
+141
668
$7K ﹤0.01%
656
+86
669
$7K ﹤0.01%
1,372
670
$7K ﹤0.01%
85
-17
671
$7K ﹤0.01%
26
+1
672
$7K ﹤0.01%
780
673
$7K ﹤0.01%
+100
674
$6K ﹤0.01%
100
675
$6K ﹤0.01%
170
25 26
27
28 29