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
1001
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0
1002
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1003
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1004
$0 ﹤0.01%
+14
1005
$0 ﹤0.01%
15
1006
$0 ﹤0.01%
13
-28
1007
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1008
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1009
$0 ﹤0.01%
1
1010
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1011
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1012
$0 ﹤0.01%
2
1013
– –
-900
1014
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1015
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-107
1016
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1017
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1018
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1019
$0 ﹤0.01%
+5
1020
– –
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1021
– –
-20,872
1022
$0 ﹤0.01%
6
-1
1023
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-6
1024
– –
-96
1025
– –
-600
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