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
776
$3K ﹤0.01%
325
777
$3K ﹤0.01%
44
+1
778
$3K ﹤0.01%
1,000
779
$3K ﹤0.01%
80
780
$3K ﹤0.01%
74
-2
781
$3K ﹤0.01%
+105
782
$3K ﹤0.01%
50
-10
783
$3K ﹤0.01%
200
784
$2K ﹤0.01%
50
785
$2K ﹤0.01%
327
+6
786
$2K ﹤0.01%
130
787
$2K ﹤0.01%
70
788
$2K ﹤0.01%
150
+30
789
$2K ﹤0.01%
52
-7,230
790
$2K ﹤0.01%
30
791
$2K ﹤0.01%
30
792
$2K ﹤0.01%
250
793
$2K ﹤0.01%
25
+5
794
$2K ﹤0.01%
48
795
$2K ﹤0.01%
40
-497
796
$2K ﹤0.01%
322
+10
797
$2K ﹤0.01%
64
-19,114
798
$2K ﹤0.01%
100
799
$2K ﹤0.01%
24
800
$2K ﹤0.01%
57
30 31
32
33 34