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
101
$603K 0.35%
7,973
-10
102
$582K 0.34%
6,374
-1,000
103
$569K 0.33%
11,737
+297
104
$538K 0.31%
25,795
-3,159
105
$525K 0.31%
13,628
-1,604
106
$524K 0.31%
6,282
+419
107
$506K 0.3%
6,367
-1,004
108
$492K 0.29%
6,233
-101
109
$479K 0.28%
2,118
+3
110
$474K 0.28%
7,408
+621
111
$472K 0.28%
19,124
+10,070
112
$465K 0.27%
11,604
+5,710
113
$441K 0.26%
5,300
114
$429K 0.25%
18,779
+15,065
115
$428K 0.25%
11,005
-4,457
116
$422K 0.25%
13,600
+856
117
$414K 0.24%
11,090
+2,306
118
$406K 0.24%
6,648
-2,793
119
$379K 0.22%
5,564
-3,319
120
$379K 0.22%
14,928
+14,926
121
$361K 0.21%
5,234
-1,196
122
$355K 0.21%
5,311
-667
123
$355K 0.21%
7,656
+6,793
124
$347K 0.2%
8,433
+349
125
$342K 0.2%
3,429
-147
3 4
5
6 7