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
$171M
AUM Growth
-$9.92M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,030
New
Increased
Reduced
Closed

Top Buys

1
+$2.45M
2
+$1.92M
3
+$1.9M
4
BSV icon
Vanguard Short-Term Bond ETF
BSV
+$1.83M
5
FLOT icon
iShares Floating Rate Bond ETF
FLOT
+$1.61M

Top Sells

1
+$5.06M
2
+$4.82M
3
+$4.56M
4
MVV icon
ProShares Ultra MidCap400
MVV
+$4.46M
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
826
$1K ﹤0.01%
151
-227
827
$1K ﹤0.01%
30
+10
828
$1K ﹤0.01%
273
+5
829
$1K ﹤0.01%
13
830
$1K ﹤0.01%
87
831
$1K ﹤0.01%
22
832
$1K ﹤0.01%
524
+165
833
$1K ﹤0.01%
35
834
$1K ﹤0.01%
100
835
$1K ﹤0.01%
14
836
$1K ﹤0.01%
19
837
$1K ﹤0.01%
50
838
$1K ﹤0.01%
100
839
$1K ﹤0.01%
69
+2
840
$1K ﹤0.01%
13
841
$1K ﹤0.01%
129
+3
842
$1K ﹤0.01%
12
843
$1K ﹤0.01%
26
844
$1K ﹤0.01%
20
-13
845
$1K ﹤0.01%
25
846
$1K ﹤0.01%
36
847
$1K ﹤0.01%
20
-20
848
$1K ﹤0.01%
177
849
$1K ﹤0.01%
1
850
$1K ﹤0.01%
29
-1,456
32 33
34
35 36