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
726
$4K ﹤0.01%
+260
727
$4K ﹤0.01%
+217
728
$4K ﹤0.01%
+33
729
$4K ﹤0.01%
+133
730
$4K ﹤0.01%
+440
731
$4K ﹤0.01%
+153
732
$4K ﹤0.01%
+203
733
$4K ﹤0.01%
+54
734
$4K ﹤0.01%
+130
735
$4K ﹤0.01%
+165
736
$4K ﹤0.01%
+215
737
$4K ﹤0.01%
+307
738
$4K ﹤0.01%
+83
739
$4K ﹤0.01%
+1,000
740
$4K ﹤0.01%
+18
741
$4K ﹤0.01%
+100
742
$4K ﹤0.01%
+120
743
$4K ﹤0.01%
+60
744
$3K ﹤0.01%
+36
745
$3K ﹤0.01%
+223
746
$3K ﹤0.01%
+100
747
$3K ﹤0.01%
+90
748
$3K ﹤0.01%
+50
749
$3K ﹤0.01%
+43
750
$3K ﹤0.01%
+65
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30
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