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
701
$5K ﹤0.01%
+4,920
702
$5K ﹤0.01%
+996
703
$5K ﹤0.01%
+103
704
$5K ﹤0.01%
+32
705
$5K ﹤0.01%
+110
706
$5K ﹤0.01%
+570
707
$5K ﹤0.01%
+200
708
$5K ﹤0.01%
+107
709
$5K ﹤0.01%
+282
710
$5K ﹤0.01%
+76
711
$5K ﹤0.01%
+102
712
$5K ﹤0.01%
+68
713
$5K ﹤0.01%
+103
714
$5K ﹤0.01%
+350
715
$5K ﹤0.01%
+100
716
$5K ﹤0.01%
+350
717
$4K ﹤0.01%
+446
718
$4K ﹤0.01%
+70
719
$4K ﹤0.01%
+100
720
$4K ﹤0.01%
+150
721
$4K ﹤0.01%
+100
722
$4K ﹤0.01%
+170
723
$4K ﹤0.01%
+1
724
$4K ﹤0.01%
+94
725
$4K ﹤0.01%
+260
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