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
201
$144K 0.08%
1,725
+263
202
$144K 0.08%
1,804
-239
203
$144K 0.08%
2,067
+1,302
204
$142K 0.08%
2,533
-25
205
$142K 0.08%
5,778
-1,677
206
$138K 0.08%
2,138
-221
207
$138K 0.08%
4,758
-1,536
208
$129K 0.08%
1,874
+58
209
$128K 0.07%
1,134
-3,911
210
$128K 0.07%
1,960
211
$125K 0.07%
2,780
212
$124K 0.07%
1,641
-94
213
$124K 0.07%
2,238
-162
214
$123K 0.07%
9,700
215
$123K 0.07%
2,368
+1
216
$121K 0.07%
1,790
+201
217
$119K 0.07%
2,072
+1,771
218
$118K 0.07%
6,257
-2,093
219
$116K 0.07%
4,200
220
$115K 0.07%
1,055
+30
221
$114K 0.07%
7,560
-2,198
222
$114K 0.07%
4,851
+492
223
$114K 0.07%
752
-4,421
224
$114K 0.07%
3,145
225
$113K 0.07%
1,833
7 8
9
10 11