RIA
Regal Investment Advisors Portfolio holdings
AUM
$1.33B
1-Year Return
14.14%
This Quarter Return
+0.18%
1 Year Return
+14.14%
3 Year Return
+50.89%
5 Year Return
+76.19%
10 Year Return
+154.28%
AUM
$181M
AUM Growth
–
Cap. Flow
+$181M
Cap. Flow
% of AUM
100%
Top 10 Holdings %
Top 10 Hldgs %
20.46%
Holding
960
New
921
Increased
–
Reduced
–
Closed
–
Top Buys
| 1 |
iShares Russell 2000 ETF
IWM
|
$4.79M |
| 2 |
ProShares Ultra S&P500
SSO
|
$4.45M |
| 3 |
ProShares Ultra Dow30
DDM
|
$4.35M |
| 4 |
ProShares Ultra Russell2000
UWM
|
$4.12M |
| 5 |
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% |
