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
301
$560K 0.04%
8,064
+220
302
$559K 0.04%
6,011
-194
303
$557K 0.04%
2,650
-247
304
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305
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7,087
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306
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5,297
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$552K 0.04%
3,316
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308
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7,289
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309
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2,391
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310
$541K 0.04%
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311
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527
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312
$540K 0.04%
46,900
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313
$535K 0.04%
22,582
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314
$532K 0.04%
13,252
-1,947
315
$529K 0.04%
4,397
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316
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24,186
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27,863
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319
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19,903
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320
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6,450
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321
$509K 0.04%
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-406
322
$508K 0.04%
10,361
-219
323
$497K 0.04%
4,956
-171
324
$495K 0.04%
859
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325
$493K 0.04%
1,790
-2
11 12
13
14 15