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
801
$2K ﹤0.01%
+57
802
$2K ﹤0.01%
+341
803
$2K ﹤0.01%
+200
804
$2K ﹤0.01%
+100
805
$2K ﹤0.01%
+201
806
$2K ﹤0.01%
+35
807
$2K ﹤0.01%
+572
808
$2K ﹤0.01%
+260
809
$2K ﹤0.01%
+29
810
$2K ﹤0.01%
+110
811
$2K ﹤0.01%
+51
812
$2K ﹤0.01%
+50
813
$2K ﹤0.01%
+29
814
$2K ﹤0.01%
+63
815
$2K ﹤0.01%
+153
816
$2K ﹤0.01%
+40
817
$2K ﹤0.01%
+66
818
$2K ﹤0.01%
+40
819
$2K ﹤0.01%
+161
820
$2K ﹤0.01%
+200
821
$2K ﹤0.01%
+115
822
$2K ﹤0.01%
+100
823
$2K ﹤0.01%
+1,069
824
$2K ﹤0.01%
+250
825
$2K ﹤0.01%
+34
31 32
33
34 35