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
326
$490K 0.04%
4,950
327
$490K 0.04%
10,140
+3,339
328
$490K 0.04%
13,485
-2,244
329
$489K 0.04%
6,468
-324
330
$486K 0.04%
1,430
-485
331
$483K 0.04%
1,703
+67
332
$479K 0.04%
12,730
-3,655
333
$476K 0.04%
9,479
+1,073
334
$468K 0.04%
1,182
+48
335
$467K 0.04%
11,486
+1,096
336
$466K 0.04%
4,212
+1,600
337
$464K 0.03%
+8,888
338
$462K 0.03%
3,995
-2,418
339
$457K 0.03%
3,537
-502
340
$454K 0.03%
13,610
+440
341
$454K 0.03%
34,984
-8,065
342
$452K 0.03%
17,715
-11,138
343
$451K 0.03%
1,604
+38
344
$450K 0.03%
11,173
-1,453
345
$446K 0.03%
4,948
-1,040
346
$434K 0.03%
9,683
+958
347
$428K 0.03%
2,481
+33
348
$428K 0.03%
3,664
-3,476
349
$425K 0.03%
675
-111
350
$425K 0.03%
8,304
-15,960
12 13
14
15 16