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
826
$2K ﹤0.01%
+130
827
$2K ﹤0.01%
+67
828
$2K ﹤0.01%
+16,680
829
$2K ﹤0.01%
+300
830
$2K ﹤0.01%
+357
831
$1K ﹤0.01%
+321
832
$1K ﹤0.01%
+6
833
$1K ﹤0.01%
+268
834
$1K ﹤0.01%
+13
835
$1K ﹤0.01%
+87
836
$1K ﹤0.01%
+30
837
$1K ﹤0.01%
+22
838
$1K ﹤0.01%
+284
839
$1K ﹤0.01%
+58
840
$1K ﹤0.01%
+15
841
$1K ﹤0.01%
+20
842
$1K ﹤0.01%
+312
843
$1K ﹤0.01%
+142
844
$1K ﹤0.01%
+35
845
$1K ﹤0.01%
+24
846
$1K ﹤0.01%
+100
847
$1K ﹤0.01%
+14
848
$1K ﹤0.01%
+19
849
$1K ﹤0.01%
+50
850
$1K ﹤0.01%
+100
32 33
34
35 36