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
776
$3K ﹤0.01%
+124
777
$3K ﹤0.01%
+1,100
778
$3K ﹤0.01%
+101
779
$3K ﹤0.01%
+901
780
$2K ﹤0.01%
+44
781
$2K ﹤0.01%
+92
782
$2K ﹤0.01%
+42
783
$2K ﹤0.01%
+378
784
$2K ﹤0.01%
+50
785
$2K ﹤0.01%
+130
786
$2K ﹤0.01%
+600
787
$2K ﹤0.01%
+70
788
$2K ﹤0.01%
+61
789
$2K ﹤0.01%
+245
790
$2K ﹤0.01%
+120
791
$2K ﹤0.01%
+446
792
$2K ﹤0.01%
+100
793
$2K ﹤0.01%
+59
794
$2K ﹤0.01%
+30
795
$2K ﹤0.01%
+250
796
$2K ﹤0.01%
+100
797
$2K ﹤0.01%
+48
798
$2K ﹤0.01%
+100
799
$2K ﹤0.01%
+100
800
$2K ﹤0.01%
+93
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