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
151
$222K 0.12%
+16,501
152
$213K 0.12%
+2,758
153
$203K 0.11%
+605
154
$202K 0.11%
+17,484
155
$185K 0.1%
+16,983
156
$185K 0.1%
+7,455
157
$182K 0.1%
+9,880
158
$182K 0.1%
+28,110
159
$182K 0.1%
+28,536
160
$178K 0.1%
+1,799
161
$178K 0.1%
+1,772
162
$176K 0.1%
+5,404
163
$174K 0.1%
+9,580
164
$174K 0.1%
+15,796
165
$173K 0.1%
+16,212
166
$172K 0.1%
+7,053
167
$172K 0.1%
+3,604
168
$171K 0.09%
+4,017
169
$168K 0.09%
+7,778
170
$168K 0.09%
+3,180
171
$167K 0.09%
+6,294
172
$167K 0.09%
+9,514
173
$164K 0.09%
+1,597
174
$162K 0.09%
+4,755
175
$162K 0.09%
+2,043
5 6
7
8 9