RIA

Regal Investment Advisors Portfolio holdings

AUM $1.73B
1-Year Est. Return 17.76%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+17.76%
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
+$4.72M
2
+$4.47M
3
+$4.39M
4
MVV icon
ProShares Ultra MidCap400
MVV
+$4.07M
5
UWM icon
ProShares Ultra Russell2000
UWM
+$4.01M

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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+36
853
$1K ﹤0.01%
+112
854
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+200
855
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+132
856
– –
0
857
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+177
858
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+600
859
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+45
860
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+12
861
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+20
862
$1K ﹤0.01%
+253
863
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+260
864
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+200
865
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+36
866
$1K ﹤0.01%
+10
867
$1K ﹤0.01%
+89
868
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+200
869
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+20
870
$1K ﹤0.01%
+312
871
$1K ﹤0.01%
+39
872
$1K ﹤0.01%
+214
873
$1K ﹤0.01%
+190
874
$1K ﹤0.01%
+200
875
$1K ﹤0.01%
+13
33 34
35
36 37