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
426
$271K 0.02%
4,150
-463
427
$270K 0.02%
+1,331
428
$269K 0.02%
10,549
-800
429
$268K 0.02%
6,147
+662
430
$266K 0.02%
+9,216
431
$259K 0.02%
3,686
-792
432
$259K 0.02%
3,239
433
$258K 0.02%
+2,207
434
$258K 0.02%
+4,457
435
$257K 0.02%
+1,074
436
$257K 0.02%
+1,036
437
$257K 0.02%
2,130
+17
438
$256K 0.02%
+777
439
$255K 0.02%
+16,548
440
$254K 0.02%
600
-263
441
$253K 0.02%
4,464
-49
442
$245K 0.02%
12,197
-8,789
443
$243K 0.02%
18,285
-811
444
$234K 0.02%
14,000
445
$221K 0.02%
22,055
-16,312
446
$199K 0.02%
21,163
-1,726
447
$197K 0.01%
16,168
+846
448
$171K 0.01%
15,406
449
$160K 0.01%
10,703
-722
450
$145K 0.01%
17,250
16 17
18
19 20