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
726
$4K ﹤0.01%
61
-2
727
$4K ﹤0.01%
170
728
$4K ﹤0.01%
1
729
$4K ﹤0.01%
90
-4
730
$4K ﹤0.01%
217
731
$4K ﹤0.01%
90
+10
732
$4K ﹤0.01%
355
733
$4K ﹤0.01%
95
+60
734
$4K ﹤0.01%
50
735
$4K ﹤0.01%
69
+19
736
$4K ﹤0.01%
440
737
$4K ﹤0.01%
70
738
$4K ﹤0.01%
166
-5
739
$4K ﹤0.01%
154
+1
740
$4K ﹤0.01%
204
+1
741
$4K ﹤0.01%
54
742
$4K ﹤0.01%
200
743
$4K ﹤0.01%
130
744
$4K ﹤0.01%
290
-17
745
$4K ﹤0.01%
360
-533
746
$4K ﹤0.01%
1,069
747
$4K ﹤0.01%
+100
748
$4K ﹤0.01%
120
749
$4K ﹤0.01%
125
+1
750
$4K ﹤0.01%
284
-1,385
28 29
30
31 32