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
876
$1K ﹤0.01%
+23
877
$1K ﹤0.01%
+60
878
$1K ﹤0.01%
+126
879
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+12
880
$1K ﹤0.01%
+26
881
$1K ﹤0.01%
+33
882
$1K ﹤0.01%
+100
883
$1K ﹤0.01%
+25
884
$1K ﹤0.01%
+30
885
– –
0
886
$0 ﹤0.01%
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887
$0 ﹤0.01%
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888
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889
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890
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893
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895
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897
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+1
898
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0
899
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0
900
$0 ﹤0.01%
+5
34 35
36
37 38