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
701
$5K ﹤0.01%
+135
702
$5K ﹤0.01%
+48
703
$5K ﹤0.01%
+4,920
704
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+664
705
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+103
706
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+32
707
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+110
708
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+570
709
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+200
710
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+107
711
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+282
712
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713
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+102
714
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+68
715
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+103
716
$5K ﹤0.01%
+350
717
$4K ﹤0.01%
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718
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+446
719
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+70
720
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+100
721
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+150
722
$4K ﹤0.01%
+100
723
$4K ﹤0.01%
+170
724
$4K ﹤0.01%
+1
725
$4K ﹤0.01%
+94