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
51
$1.05M 0.58%
+21,288
52
$1.04M 0.58%
+18,750
53
$1.04M 0.57%
+47,061
54
$1.04M 0.57%
+17,068
55
$1.03M 0.57%
+17,379
56
$1.02M 0.56%
+28,937
57
$1.01M 0.56%
+21,105
58
$1.01M 0.56%
+28,539
59
$1.01M 0.56%
+43,577
60
$1M 0.55%
+72,433
61
$996K 0.55%
+16,467
62
$989K 0.55%
+36,217
63
$983K 0.54%
+10,479
64
$976K 0.54%
+45,040
65
$961K 0.53%
+29,453
66
$938K 0.52%
+14,534
67
$911K 0.5%
+10,212
68
$903K 0.5%
+8,068
69
$899K 0.5%
+59,854
70
$897K 0.5%
+10,447
71
$880K 0.49%
+21,290
72
$880K 0.49%
+13,424
73
$856K 0.47%
+19,178
74
$848K 0.47%
+12,682
75
$795K 0.44%
+9,563
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3
4 5