RIA

Regal Investment Advisors Portfolio holdings

AUM $1.73B
1-Year Est. Return 17.76%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+17.76%
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
+$2.45M
2
+$1.92M
3
+$1.9M
4
BSV icon
Vanguard Short-Term Bond ETF
BSV
+$1.83M
5
FLOT icon
iShares Floating Rate Bond ETF
FLOT
+$1.61M

Top Sells

1
+$5.06M
2
+$4.82M
3
+$4.56M
4
MVV icon
ProShares Ultra MidCap400
MVV
+$4.46M
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%
59
752
$3K ﹤0.01%
90
753
$3K ﹤0.01%
+73
754
$3K ﹤0.01%
100
755
$3K ﹤0.01%
+42
756
$3K ﹤0.01%
36
757
$3K ﹤0.01%
100
758
$3K ﹤0.01%
100
759
$3K ﹤0.01%
138
760
$3K ﹤0.01%
330
-3,021
761
$3K ﹤0.01%
101
762
$3K ﹤0.01%
50
763
$3K ﹤0.01%
210
764
$3K ﹤0.01%
196
-30
765
$3K ﹤0.01%
60
766
$3K ﹤0.01%
153
767
$3K ﹤0.01%
202
768
$3K ﹤0.01%
325
769
$3K ﹤0.01%
44
+1
770
$3K ﹤0.01%
1,000
771
$3K ﹤0.01%
80
772
$3K ﹤0.01%
74
-2
773
$3K ﹤0.01%
+105
774
$3K ﹤0.01%
50
-10
775
$3K ﹤0.01%
200
29 30
31
32 33