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
176
$170K 0.1%
4,938
+1,413
177
$170K 0.1%
6,900
+400
178
$169K 0.1%
3,187
-64
179
$168K 0.1%
3,691
+420
180
$168K 0.1%
2,900
181
$167K 0.1%
3,270
-66
182
$166K 0.1%
5,501
+97
183
$165K 0.1%
3,030
-10,594
184
$164K 0.1%
1,504
-23,444
185
$162K 0.09%
8,950
-630
186
$161K 0.09%
+5,130
187
$160K 0.09%
8,760
-266,440
188
$157K 0.09%
2,980
+1,738
189
$153K 0.09%
1,260
-100
190
$153K 0.09%
4,138
-50
191
$151K 0.09%
2,360
-42
192
$151K 0.09%
+12,584
193
$149K 0.09%
2,029
+315
194
$149K 0.09%
1,696
+258
195
$146K 0.09%
4,196
-228
196
$146K 0.09%
6,414
197
$145K 0.08%
5,165
+2,415
198
$144K 0.08%
2,665
+2,110
199
$144K 0.08%
2,067
+330
200
$144K 0.08%
3,720
-146
6 7
8
9 10