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
151
$242K 0.14%
+10,725
152
$240K 0.14%
7,226
-122
153
$232K 0.14%
2,222
-540
154
$227K 0.13%
2,781
+1,044
155
$223K 0.13%
+9,504
156
$223K 0.13%
7,528
-1,918
157
$222K 0.13%
8,871
-1,894
158
$218K 0.13%
5,037
+3,232
159
$217K 0.13%
7,975
-1,155
160
$214K 0.13%
2,115
+343
161
$213K 0.12%
6,964
-2,490
162
$206K 0.12%
1,799
163
$201K 0.12%
+6,501
164
$196K 0.11%
9,528
+14
165
$194K 0.11%
6,105
+1,350
166
$194K 0.11%
3,380
-9,403
167
$191K 0.11%
4,415
+1,723
168
$190K 0.11%
7,196
+7,194
169
$188K 0.11%
2,055
-624
170
$187K 0.11%
4,017
171
$187K 0.11%
+7,400
172
$179K 0.1%
12,967
-11,578
173
$178K 0.1%
1,973
-1,019
174
$175K 0.1%
725
+120
175
$172K 0.1%
5,898
-70,500
5 6
7
8 9