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
$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
851
$1K ﹤0.01%
12
852
$1K ﹤0.01%
20
853
$1K ﹤0.01%
250
854
$1K ﹤0.01%
273
+5
855
$1K ﹤0.01%
13
856
$1K ﹤0.01%
87
857
$1K ﹤0.01%
22
858
$1K ﹤0.01%
524
+165
859
$1K ﹤0.01%
35
860
$1K ﹤0.01%
100
861
$1K ﹤0.01%
14
862
$1K ﹤0.01%
19
863
$1K ﹤0.01%
50
864
$1K ﹤0.01%
10
865
$1K ﹤0.01%
253
866
$1K ﹤0.01%
28
867
$1K ﹤0.01%
260
868
$1K ﹤0.01%
80
-50
869
$1K ﹤0.01%
200
870
$1K ﹤0.01%
37
+1
871
– –
-1,644
872
$0 ﹤0.01%
2
873
– –
-260
874
– –
0
875
– –
0
33 34
35
36 37