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
676
$6K ﹤0.01%
149
677
$6K ﹤0.01%
310
678
$6K ﹤0.01%
1,000
679
$6K ﹤0.01%
100
680
$6K ﹤0.01%
154
+2
681
$6K ﹤0.01%
800
682
$6K ﹤0.01%
250
683
$6K ﹤0.01%
115
684
$6K ﹤0.01%
350
685
$6K ﹤0.01%
200
686
$6K ﹤0.01%
240
687
$6K ﹤0.01%
150
688
$6K ﹤0.01%
48
689
$6K ﹤0.01%
92
690
$6K ﹤0.01%
664
691
$6K ﹤0.01%
293
+1
692
$6K ﹤0.01%
68
693
$6K ﹤0.01%
334
-1
694
$6K ﹤0.01%
102
695
$6K ﹤0.01%
100
696
$6K ﹤0.01%
1,400
697
$6K ﹤0.01%
16,680
698
$5K ﹤0.01%
100
699
$5K ﹤0.01%
308
700
$5K ﹤0.01%
212