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
401
$312K 0.02%
12,113
-150
402
$306K 0.02%
8,259
-916
403
$306K 0.02%
6,824
-3,052
404
$305K 0.02%
+10,856
405
$305K 0.02%
834
-3
406
$300K 0.02%
2,941
+2
407
$292K 0.02%
2,640
408
$292K 0.02%
10,150
-1,943
409
$291K 0.02%
980
-262
410
$290K 0.02%
4,810
-4,138
411
$289K 0.02%
2,897
-1,239
412
$289K 0.02%
17,739
-839
413
$289K 0.02%
2,506
-663
414
$288K 0.02%
8,503
+597
415
$287K 0.02%
+4,170
416
$287K 0.02%
+4,079
417
$286K 0.02%
2,212
418
$286K 0.02%
10,389
419
$286K 0.02%
5,487
+541
420
$284K 0.02%
4,292
-192
421
$280K 0.02%
3,620
+83
422
$277K 0.02%
3,246
-407
423
$276K 0.02%
5,416
-362
424
$276K 0.02%
3,123
-16,805
425
$276K 0.02%
2,977
+236
15 16
17
18 19