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

Top Buys

1
+$2.45M
2
+$1.92M
3
+$1.9M
4
BSV icon
Vanguard Short-Term Bond ETF
BSV
+$1.83M
5
FLOT icon
iShares Floating Rate Bond ETF
FLOT
+$1.61M

Top Sells

1
+$5.06M
2
+$4.82M
3
+$4.56M
4
MVV icon
ProShares Ultra MidCap400
MVV
+$4.46M
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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-200
1002
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1003
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63
1004
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0
1005
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1006
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-216
1007
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-32
1008
$0 ﹤0.01%
20
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1009
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1010
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1011
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1012
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1013
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1014
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1015
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1016
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25
1017
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1018
$0 ﹤0.01%
1
1019
– –
0
1020
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0
1021
– –
-17,484
1022
$0 ﹤0.01%
5
1023
– –
-142
1024
– –
-897
1025
– –
-93
38 39 40
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