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
251
$818K 0.06%
17,396
+7,942
252
$816K 0.06%
14,012
-4,712
253
$813K 0.06%
1,308
+168
254
$794K 0.06%
12,936
-9,071
255
$789K 0.06%
744
-71
256
$786K 0.06%
27,429
+6,556
257
$779K 0.06%
6,453
-3,268
258
$777K 0.06%
39,977
+3,572
259
$777K 0.06%
13,249
+1,334
260
$776K 0.06%
12,014
+1,409
261
$775K 0.06%
17,839
+1,372
262
$775K 0.06%
15,384
+1,474
263
$772K 0.06%
35,495
+4,324
264
$768K 0.06%
14,914
-19,480
265
$768K 0.06%
15,495
-3,724
266
$757K 0.06%
4,163
-953
267
$749K 0.06%
16,193
+1,819
268
$747K 0.06%
32,215
+1,135
269
$743K 0.06%
3,158
-19
270
$725K 0.05%
1,801
-177
271
$725K 0.05%
23,060
-6,242
272
$724K 0.05%
4,089
+692
273
$722K 0.05%
31,665
+3,139
274
$715K 0.05%
27,150
+105
275
$701K 0.05%
20,625
+3,100
9 10
11
12 13