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
801
$2K ﹤0.01%
+16
802
$2K ﹤0.01%
+60
803
$2K ﹤0.01%
344
+3
804
$2K ﹤0.01%
200
805
$2K ﹤0.01%
+40
806
$2K ﹤0.01%
204
+3
807
$2K ﹤0.01%
572
808
$2K ﹤0.01%
42
809
$2K ﹤0.01%
+60
810
$2K ﹤0.01%
200
811
$2K ﹤0.01%
208
+76
812
– –
0
813
$2K ﹤0.01%
372
-2,057
814
$2K ﹤0.01%
67
+1
815
$2K ﹤0.01%
+50
816
$2K ﹤0.01%
161
817
$2K ﹤0.01%
44
818
$2K ﹤0.01%
92
819
$2K ﹤0.01%
115
820
$2K ﹤0.01%
115
-33
821
$2K ﹤0.01%
29
-5
822
$2K ﹤0.01%
69
+2
823
$2K ﹤0.01%
500
-600
824
$2K ﹤0.01%
300
825
$1K ﹤0.01%
151
-227
31 32
33
34 35