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
751
$3K ﹤0.01%
+160
752
$3K ﹤0.01%
+100
753
$3K ﹤0.01%
+50
754
$3K ﹤0.01%
+63
755
$3K ﹤0.01%
+36
756
$3K ﹤0.01%
+80
757
$3K ﹤0.01%
+100
758
$3K ﹤0.01%
+138
759
$3K ﹤0.01%
+355
760
$3K ﹤0.01%
+101
761
$3K ﹤0.01%
+50
762
$3K ﹤0.01%
+50
763
$3K ﹤0.01%
+32
764
$3K ﹤0.01%
+210
765
$3K ﹤0.01%
+171
766
$3K ﹤0.01%
+66
767
$3K ﹤0.01%
+50
768
$3K ﹤0.01%
+226
769
$3K ﹤0.01%
+60
770
$3K ﹤0.01%
+202
771
$3K ﹤0.01%
+325
772
$3K ﹤0.01%
+43
773
$3K ﹤0.01%
+148
774
$3K ﹤0.01%
+80
775
$3K ﹤0.01%
+76
29 30
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