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
$171M
AUM Growth
-$9.92M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,030
New
Increased
Reduced
Closed

Top Buys

1
+$2.46M
2
+$1.94M
3
+$1.92M
4
BSV icon
Vanguard Short-Term Bond ETF
BSV
+$1.84M
5
FLOT icon
iShares Floating Rate Bond ETF
FLOT
+$1.61M

Top Sells

1
+$5.26M
2
+$4.93M
3
+$4.87M
4
MVV icon
ProShares Ultra MidCap400
MVV
+$4.57M
5
DDM icon
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%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$848K 0.5%
7,408
-660
77
$841K 0.49%
9,770
+2,448
78
$823K 0.48%
30,118
-6,099
79
$810K 0.47%
31,233
+1,215
80
$772K 0.45%
11,936
+395
81
$762K 0.45%
22,899
+7,069
82
$761K 0.44%
15,519
-1,599
83
$756K 0.44%
7,402
+7,293
84
$754K 0.44%
9,228
-335
85
$753K 0.44%
35,210
+30,970
86
$738K 0.43%
37,452
+27,572
87
$734K 0.43%
5,727
+928
88
$732K 0.43%
15,690
+809
89
$728K 0.43%
10,052
-3
90
$712K 0.42%
15,100
91
$706K 0.41%
10,651
-2,031
92
$687K 0.4%
6,055
-212
93
$672K 0.39%
14,854
+12,206
94
$672K 0.39%
11,085
+9,018
95
$647K 0.38%
10,136
-2,774
96
$628K 0.37%
14,318
-927
97
$618K 0.36%
7,743
+455
98
$616K 0.36%
30,756
-33,748
99
$614K 0.36%
7,262
-7,744
100
$608K 0.36%
15,940
+3,042
2 3
4
5 6