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
101
$597K 0.33%
+28,954
102
$572K 0.32%
+4,799
103
$565K 0.31%
+5,045
104
$555K 0.31%
+8,883
105
$547K 0.3%
+15,830
106
$542K 0.3%
+20,872
107
$521K 0.29%
+12,898
108
$485K 0.27%
+11,440
109
$484K 0.27%
+5,863
110
$453K 0.25%
+6,334
111
$446K 0.25%
+2,115
112
$429K 0.24%
+6,430
113
$422K 0.23%
+5,217
114
$413K 0.23%
+6,787
115
$407K 0.22%
+13,296
116
$406K 0.22%
+19,232
117
$404K 0.22%
+5,978
118
$386K 0.21%
+5,300
119
$381K 0.21%
+16,745
120
$370K 0.2%
+12,744
121
$364K 0.2%
+8,784
122
$357K 0.2%
+8,084
123
$327K 0.18%
+3,576
124
$318K 0.18%
+11,473
125
$316K 0.17%
+24,545
3 4
5
6 7