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
126
$341K 0.2%
6,589
+216
127
$331K 0.19%
2,916
-14,439
128
$326K 0.19%
10,904
-569
129
$324K 0.19%
+5,325
130
$324K 0.19%
10,125
+9,828
131
$322K 0.19%
6,365
+3,777
132
$318K 0.19%
4,061
+193
133
$318K 0.19%
+3,215
134
$316K 0.18%
3,665
+382
135
$307K 0.18%
14,600
-2,145
136
$305K 0.18%
2,879
-12,442
137
$297K 0.17%
7,920
-432
138
$288K 0.17%
2,917
+1,254
139
$285K 0.17%
11,465
-22,515
140
$284K 0.17%
8,632
-699
141
$280K 0.16%
10,297
+3,244
142
$271K 0.16%
2,614
+1,614
143
$264K 0.15%
4,886
+454
144
$263K 0.15%
11,752
-7,480
145
$260K 0.15%
4,269
-709
146
$258K 0.15%
11,270
+434
147
$251K 0.15%
5,717
-924
148
$249K 0.15%
6,945
-1,068
149
$248K 0.14%
5,353
+456
150
$245K 0.14%
5,807
-1,371
4 5
6
7 8