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
376
$358K 0.03%
+17,320
377
$358K 0.03%
15,737
-2,078
378
$356K 0.03%
3,009
-6
379
$356K 0.03%
5,580
+487
380
$355K 0.03%
13,569
381
$353K 0.03%
3,863
-2,058
382
$353K 0.03%
9,969
+1,206
383
$351K 0.03%
6,212
-6,386
384
$343K 0.03%
+7,090
385
$342K 0.03%
6,870
-1,050
386
$339K 0.03%
4,307
-1,914
387
$336K 0.03%
14,290
-50,518
388
$334K 0.03%
11,257
+3
389
$332K 0.03%
2,827
-78
390
$331K 0.02%
12,795
-28,353
391
$330K 0.02%
8,737
392
$329K 0.02%
12,548
+151
393
$328K 0.02%
942
+10
394
$326K 0.02%
4,798
-4,064
395
$320K 0.02%
3,827
+15
396
$316K 0.02%
3,064
-166
397
$313K 0.02%
13,118
+1,347
398
$313K 0.02%
20,066
-164
399
$313K 0.02%
6,263
400
$312K 0.02%
2,928
-173
14 15
16
17 18