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
351
$424K 0.03%
1,248
+1
352
$422K 0.03%
7,909
-3,430
353
$422K 0.03%
1,830
-94
354
$422K 0.03%
4,204
-19
355
$422K 0.03%
2,380
-59
356
$421K 0.03%
5,489
+712
357
$420K 0.03%
4,863
+758
358
$418K 0.03%
12,581
+329
359
$413K 0.03%
2,090
+263
360
$409K 0.03%
9,684
-700
361
$408K 0.03%
33,559
+3,598
362
$408K 0.03%
1,511
+1
363
$394K 0.03%
+19,861
364
$390K 0.03%
8,628
-211
365
$386K 0.03%
3,043
+1
366
$385K 0.03%
6,370
-810
367
$383K 0.03%
+5,707
368
$377K 0.03%
4,424
+3
369
$377K 0.03%
11,690
-171
370
$368K 0.03%
1,080
+148
371
$367K 0.03%
10,600
372
$364K 0.03%
11,046
+923
373
$364K 0.03%
5,025
374
$363K 0.03%
1,086
-108
375
$359K 0.03%
+4,223
13 14
15
16 17