RIA

Regal Investment Advisors Portfolio holdings

AUM $1.67B
1-Year Est. Return 16.77%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+16.77%
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
+$4.72M
2
+$4.47M
3
+$4.39M
4
MVV icon
ProShares Ultra MidCap400
MVV
+$4.07M
5
UWM icon
ProShares Ultra Russell2000
UWM
+$4.01M

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
801
$2K ﹤0.01%
+200
802
$2K ﹤0.01%
+100
803
$2K ﹤0.01%
+201
804
$2K ﹤0.01%
+35
805
$2K ﹤0.01%
+572
806
$2K ﹤0.01%
+260
807
$2K ﹤0.01%
+29
808
$2K ﹤0.01%
+110
809
$2K ﹤0.01%
+42
810
$2K ﹤0.01%
+51
811
$2K ﹤0.01%
+50
812
$2K ﹤0.01%
+29
813
$2K ﹤0.01%
+63
814
$2K ﹤0.01%
+153
815
$2K ﹤0.01%
+40
816
$2K ﹤0.01%
+66
817
$2K ﹤0.01%
+40
818
$2K ﹤0.01%
+161
819
$2K ﹤0.01%
+200
820
$2K ﹤0.01%
+92
821
$2K ﹤0.01%
+115
822
$2K ﹤0.01%
+100
823
$2K ﹤0.01%
+1,069
824
$2K ﹤0.01%
+34
825
$2K ﹤0.01%
+130
31 32
33
34 35