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
701
$5K ﹤0.01%
117
-19
702
$5K ﹤0.01%
89
703
$5K ﹤0.01%
430
-490
704
$5K ﹤0.01%
73
-15
705
$5K ﹤0.01%
250
706
$5K ﹤0.01%
33
707
$5K ﹤0.01%
135
708
$5K ﹤0.01%
+150
709
$5K ﹤0.01%
134
+1
710
$5K ﹤0.01%
103
711
$5K ﹤0.01%
110
712
$5K ﹤0.01%
58
-2,700
713
$5K ﹤0.01%
80
+30
714
$5K ﹤0.01%
641
-737
715
$5K ﹤0.01%
282
716
$5K ﹤0.01%
76
717
$5K ﹤0.01%
68
718
$5K ﹤0.01%
100
719
$4K ﹤0.01%
287
-734
720
$4K ﹤0.01%
70
721
$4K ﹤0.01%
42
-1
722
$4K ﹤0.01%
80
+15
723
$4K ﹤0.01%
327
-2,347
724
$4K ﹤0.01%
150
725
$4K ﹤0.01%
100
27 28
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