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
876
$1K ﹤0.01%
+10
877
$1K ﹤0.01%
+89
878
$1K ﹤0.01%
+200
879
$1K ﹤0.01%
+20
880
$1K ﹤0.01%
+312
881
$1K ﹤0.01%
+39
882
$1K ﹤0.01%
+214
883
$1K ﹤0.01%
+190
884
$1K ﹤0.01%
+200
885
– –
0
886
– –
0
887
$0 ﹤0.01%
+20
888
$0 ﹤0.01%
+4
889
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890
$0 ﹤0.01%
+4
891
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0
892
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+21
893
$0 ﹤0.01%
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894
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0
895
$0 ﹤0.01%
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896
$0 ﹤0.01%
+30
897
$0 ﹤0.01%
+52
898
$0 ﹤0.01%
+1
899
– –
0
900
– –
0
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