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
751
$3K ﹤0.01%
36
752
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200
-246
753
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203
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754
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245
755
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100
756
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59
757
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90
758
$3K ﹤0.01%
+73
759
$3K ﹤0.01%
50
760
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80
-20
761
$3K ﹤0.01%
100
762
$3K ﹤0.01%
100
763
$3K ﹤0.01%
+42
764
$3K ﹤0.01%
36
765
$3K ﹤0.01%
100
766
$3K ﹤0.01%
100
767
$3K ﹤0.01%
138
768
$3K ﹤0.01%
330
-3,021
769
$3K ﹤0.01%
101
770
$3K ﹤0.01%
50
771
$3K ﹤0.01%
210
772
$3K ﹤0.01%
196
-30
773
$3K ﹤0.01%
60
774
$3K ﹤0.01%
153
775
$3K ﹤0.01%
202
29 30
31
32 33