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
201
$127K 0.07%
+7,400
202
$124K 0.07%
+2,588
203
$123K 0.07%
+1,411
204
$122K 0.07%
+1,462
205
$121K 0.07%
+2,692
206
$120K 0.07%
+3,525
207
$120K 0.07%
+750
208
$120K 0.07%
+2,400
209
$120K 0.07%
+2,367
210
$119K 0.07%
+1,816
211
$119K 0.07%
+1,438
212
$119K 0.07%
+8,639
213
$118K 0.07%
+1,714
214
$118K 0.07%
+2,780
215
$117K 0.06%
+2,067
216
$116K 0.06%
+2,717
217
$114K 0.06%
+1,025
218
$114K 0.06%
+2,557
219
$113K 0.06%
+4,200
220
$113K 0.06%
+1,833
221
$112K 0.06%
+1,364
222
$110K 0.06%
+2,648
223
$106K 0.06%
+4,359
224
$105K 0.06%
+2,437
225
$105K 0.06%
+1,448
7 8
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