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
676
$6K ﹤0.01%
+92
677
$6K ﹤0.01%
+900
678
$6K ﹤0.01%
+25
679
$6K ﹤0.01%
+292
680
$6K ﹤0.01%
+780
681
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+68
682
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+335
683
$6K ﹤0.01%
+100
684
$6K ﹤0.01%
+264
685
$6K ﹤0.01%
+1,400
686
$5K ﹤0.01%
+100
687
$5K ﹤0.01%
+100
688
$5K ﹤0.01%
+440
689
$5K ﹤0.01%
+308
690
$5K ﹤0.01%
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691
$5K ﹤0.01%
+147
692
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+310
693
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+100
694
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+89
695
$5K ﹤0.01%
+203
696
$5K ﹤0.01%
+70
697
$5K ﹤0.01%
+88
698
$5K ﹤0.01%
+250
699
$5K ﹤0.01%
+350
700
$5K ﹤0.01%
+600