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
176
$162K 0.09%
+6,500
177
$161K 0.09%
+1,360
178
$161K 0.09%
+2,402
179
$161K 0.09%
+3,251
180
$156K 0.09%
+1,944
181
$156K 0.09%
+3,336
182
$156K 0.09%
+4,336
183
$156K 0.09%
+8,350
184
$149K 0.08%
+2,359
185
$147K 0.08%
+9,758
186
$147K 0.08%
+2,558
187
$146K 0.08%
+3,271
188
$145K 0.08%
+4,188
189
$143K 0.08%
+4,424
190
$143K 0.08%
+2,900
191
$143K 0.08%
+1,737
192
$141K 0.08%
+1,663
193
$140K 0.08%
+2,921
194
$138K 0.08%
+1,960
195
$137K 0.08%
+3,430
196
$135K 0.07%
+9,700
197
$134K 0.07%
+1,735
198
$131K 0.07%
+2,927
199
$130K 0.07%
+6,414
200
$130K 0.07%
+3,866
6 7
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