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
451
$132K 0.01%
17,146
-3,553
452
$103K 0.01%
28,460
453
$100K 0.01%
23,281
-1,483
454
$92.9K 0.01%
11,225
-3,100
455
$89.5K 0.01%
70,500
-300
456
$81.2K 0.01%
13,606
457
$65.7K ﹤0.01%
+13,167
458
$64.2K ﹤0.01%
13,350
459
$57.4K ﹤0.01%
14,174
+3,988
460
$52.2K ﹤0.01%
28,199
+2,869
461
$40.3K ﹤0.01%
27,204
+12,745
462
$40K ﹤0.01%
17,464
-265
463
$1.89K ﹤0.01%
275
464
– –
-3,028
465
– –
-28,049
466
– –
-22,399
467
– –
-3,879
468
– –
-1,891
469
– –
-104
470
– –
-3,476
471
– –
-1,633
472
– –
-4,727
473
– –
-119,446
474
– –
-4,554
475
– –
-119,444
17 18
19
20 21