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
126
$313K 0.17%
+7,178
127
$308K 0.17%
+6,373
128
$305K 0.17%
+6,641
129
$295K 0.16%
+3,868
130
$294K 0.16%
+9,454
131
$294K 0.16%
+8,352
132
$290K 0.16%
+2,762
133
$288K 0.16%
+9,331
134
$288K 0.16%
+4,978
135
$280K 0.15%
+24,227
136
$275K 0.15%
+3,283
137
$269K 0.15%
+5,894
138
$263K 0.15%
+10,836
139
$256K 0.14%
+7,348
140
$256K 0.14%
+9,446
141
$254K 0.14%
+7,282
142
$254K 0.14%
+4,897
143
$250K 0.14%
+2,992
144
$243K 0.13%
+10,765
145
$243K 0.13%
+2,679
146
$243K 0.13%
+9,130
147
$243K 0.13%
+8,013
148
$239K 0.13%
+4,432
149
$232K 0.13%
+6,352
150
$224K 0.12%
+9,054
4 5
6
7 8