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
276
$696K 0.05%
7,629
-1,481
277
$683K 0.05%
11,900
+236
278
$682K 0.05%
1,404
-149
279
$671K 0.05%
2,395
+208
280
$667K 0.05%
5,184
-57,186
281
$665K 0.05%
3,593
+740
282
$662K 0.05%
5,809
+1,331
283
$653K 0.05%
+14,307
284
$649K 0.05%
2,016
+6
285
$646K 0.05%
6,491
+486
286
$645K 0.05%
8,971
+2,049
287
$644K 0.05%
6,180
-1,503
288
$641K 0.05%
4,866
-1,874
289
$641K 0.05%
11,872
-1,785
290
$641K 0.05%
7,046
-1,527
291
$640K 0.05%
15,075
-508
292
$622K 0.05%
1,398
+18
293
$605K 0.05%
7,243
-89
294
$601K 0.05%
13,500
295
$599K 0.05%
1,235
+359
296
$575K 0.04%
5,038
+18
297
$570K 0.04%
3,708
-2,458
298
$564K 0.04%
3,797
299
$564K 0.04%
18,473
+1,280
300
$563K 0.04%
13,960
+656
10 11
12
13 14