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
1
$3.19M 1.86%
83,854
+4,454
2
$2.97M 1.74%
42,568
-9,883
3
$2.69M 1.57%
68,062
+1,228
4
$2.61M 1.52%
153,160
-644
5
$2.48M 1.45%
97,151
+8,299
6
$2.46M 1.44%
49,739
+49,709
7
$2.45M 1.43%
31,347
-148
8
$2.28M 1.33%
55,728
+1,114
9
$2.09M 1.22%
114,736
+14,316
10
$1.99M 1.16%
24,789
+22,845
11
$1.94M 1.13%
+20,373
12
$1.92M 1.12%
+62,957
13
$1.91M 1.12%
15,774
+3,621
14
$1.88M 1.1%
42,212
-2,028
15
$1.88M 1.1%
28,374
+1,368
16
$1.77M 1.04%
48,896
+19,443
17
$1.72M 1%
16,005
-8,005
18
$1.68M 0.98%
41,823
+2,360
19
$1.65M 0.96%
9,741
-4,379
20
$1.63M 0.95%
20,132
+14,915
21
$1.63M 0.95%
15,856
-5,483
22
$1.61M 0.94%
+31,714
23
$1.56M 0.91%
6,394
-943
24
$1.48M 0.86%
57,295
+1,699
25
$1.45M 0.85%
35,634
+3,241
1
2 3 4 5