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
$1.33B
AUM Growth
-$97.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
524
New
Increased
Reduced
Closed

Top Buys

1
+$3.27M
2
+$3.24M
3
+$3.18M
4
KNSL icon
Kinsale Capital Group
KNSL
+$2.3M
5
FLTR icon
VanEck IG Floating Rate ETF
FLTR
+$2.15M

Top Sells

1
+$7.36M
2
+$7.2M
3
+$5.29M
4
BUFF icon
Innovator Laddered Allocation Power Buffer ETF
BUFF
+$5.27M
5
CPRI icon
Capri Holdings
CPRI
+$5.07M

Sector Composition

1 Technology 9.44%
2 Consumer Staples 5.12%
3 Healthcare 4.85%
4 Financials 4.3%
5 Consumer Discretionary 3.85%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$1.01M 0.08%
+2,810
227
$1.01M 0.08%
3,022
+86
228
$999K 0.08%
1,434
+149
229
$986K 0.07%
8,720
-1,141
230
$986K 0.07%
54,821
+4,819
231
$976K 0.07%
8,450
-3,783
232
$971K 0.07%
11,863
+107
233
$956K 0.07%
4,653
-703
234
$955K 0.07%
8,796
+694
235
$953K 0.07%
9,500
-9,235
236
$948K 0.07%
1,801
-169
237
$947K 0.07%
2,225
+478
238
$935K 0.07%
1,049
-8
239
$925K 0.07%
18,325
+3,161
240
$908K 0.07%
4,756
-77
241
$904K 0.07%
4,930
+914
242
$890K 0.07%
22,500
+1,502
243
$881K 0.07%
11,648
-21,490
244
$871K 0.07%
11,449
-94,689
245
$861K 0.06%
9,889
+275
246
$855K 0.06%
23,850
+9,531
247
$848K 0.06%
16,825
-228
248
$837K 0.06%
30,587
+2,316
249
$832K 0.06%
+25,393
250
$823K 0.06%
4,938
-312
8 9
10
11 12