RIA
Regal Investment Advisors Portfolio holdings
AUM
$1.33B
This Quarter Return
+5.19%
1 Year Return
+14.14%
3 Year Return
+50.89%
5 Year Return
+76.19%
10 Year Return
+154.28%
AUM
$171M
AUM Growth
+$171M
(-5.5%)
Cap. Flow
-$18.9M
Cap. Flow
% of AUM
-11.04%
Top 10 Holdings %
Top 10 Hldgs %
14.72%
Holding
1,030
New
72
Increased
239
Reduced
249
Closed
90
Top Buys
Top Sells
| 1 |
iShares Russell 2000 ETF
IWM
|
$5.26M |
| 2 |
ProShares Ultra S&P500
SSO
|
$4.93M |
| 3 |
ProShares Ultra Russell2000
UWM
|
$4.87M |
| 4 |
ProShares Ultra MidCap400
MVV
|
$4.57M |
| 5 |
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% |
