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
851
$1K ﹤0.01%
10
-30
852
$1K ﹤0.01%
200
853
$1K ﹤0.01%
45
854
$1K ﹤0.01%
+25
855
$1K ﹤0.01%
12
856
$1K ﹤0.01%
20
857
$1K ﹤0.01%
253
858
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28
859
$1K ﹤0.01%
260
860
$1K ﹤0.01%
80
-50
861
$1K ﹤0.01%
200
862
$1K ﹤0.01%
37
+1
863
$1K ﹤0.01%
10
864
$1K ﹤0.01%
250
865
$1K ﹤0.01%
20
866
$1K ﹤0.01%
312
867
$1K ﹤0.01%
40
+1
868
$1K ﹤0.01%
190
869
$1K ﹤0.01%
357
870
$1K ﹤0.01%
+409
871
– –
-100
872
– –
-20,000
873
– –
-100
874
– –
-103
875
– –
0
33 34
35
36 37