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
851
$1K ﹤0.01%
+67
852
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+13
853
$1K ﹤0.01%
+23
854
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+60
855
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+126
856
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+12
857
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+26
858
$1K ﹤0.01%
+33
859
$1K ﹤0.01%
+100
860
$1K ﹤0.01%
+25
861
$1K ﹤0.01%
+30
862
$1K ﹤0.01%
+36
863
$1K ﹤0.01%
+112
864
$1K ﹤0.01%
+200
865
$1K ﹤0.01%
+132
866
– –
0
867
$1K ﹤0.01%
+177
868
$1K ﹤0.01%
+600
869
$1K ﹤0.01%
+45
870
$1K ﹤0.01%
+12
871
$1K ﹤0.01%
+20
872
$1K ﹤0.01%
+253
873
$1K ﹤0.01%
+260
874
$1K ﹤0.01%
+200
875
$1K ﹤0.01%
+36
33 34
35
36 37