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
51
$1.12M 0.66%
26,737
+24,064
52
$1.12M 0.66%
64,731
+27,878
53
$1.12M 0.65%
20,459
-789
54
$1.11M 0.65%
23,633
+21,076
55
$1.11M 0.65%
63,690
+56,290
56
$1.11M 0.65%
3,831
-221
57
$1.1M 0.64%
16,745
-634
58
$1.09M 0.64%
70,748
-1,685
59
$1.09M 0.64%
+13,210
60
$1.08M 0.63%
51,139
+4,078
61
$1.06M 0.62%
13,725
+301
62
$1.04M 0.61%
25,749
-1,533
63
$1.03M 0.6%
18,349
-401
64
$1.03M 0.6%
8,598
-19,633
65
$1.02M 0.6%
11,180
+701
66
$1M 0.58%
59,869
+15
67
$996K 0.58%
5,929
+1,644
68
$994K 0.58%
21,172
+17,568
69
$961K 0.56%
17,053
-15
70
$938K 0.55%
10,815
+368
71
$926K 0.54%
45,087
+47
72
$917K 0.54%
35,701
-7,876
73
$884K 0.52%
52,416
+1,836
74
$874K 0.51%
+16,983
75
$866K 0.51%
17,358
-7,826
1 2
3
4 5