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
76
$790K 0.44%
+30,018
77
$787K 0.43%
+33,980
78
$782K 0.43%
+50,580
79
$770K 0.43%
+5,173
80
$755K 0.42%
+12,910
81
$749K 0.41%
+14,881
82
$742K 0.41%
+17,118
83
$733K 0.4%
+10,055
84
$721K 0.4%
+12,783
85
$720K 0.4%
+9,441
86
$701K 0.39%
+6,267
87
$699K 0.39%
+15,100
88
$698K 0.39%
+27,058
89
$690K 0.38%
+4,285
90
$674K 0.37%
+13,624
91
$662K 0.37%
+7,322
92
$657K 0.36%
+15,245
93
$638K 0.35%
+7,374
94
$638K 0.35%
+36,853
95
$634K 0.35%
+15,462
96
$629K 0.35%
+11,541
97
$622K 0.34%
+7,288
98
$621K 0.34%
+15,232
99
$615K 0.34%
+7,983
100
$603K 0.33%
+7,371
2 3
4
5 6