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
26
$9.98M 0.75%
249,541
-327
27
$9.69M 0.73%
44,162
-8,509
28
$9.51M 0.71%
98,168
+11,333
29
$9.39M 0.71%
158,948
+8,264
30
$9.34M 0.7%
178,050
+10,486
31
$9.24M 0.69%
176,715
+4,917
32
$9.19M 0.69%
115,048
+1,491
33
$9.07M 0.68%
157,685
+19,391
34
$8.92M 0.67%
30,780
+831
35
$8.92M 0.67%
83,692
+7,924
36
$8.79M 0.66%
30,310
-152
37
$8.7M 0.65%
85,511
+4,080
38
$8.42M 0.63%
191,100
+5,451
39
$8.35M 0.63%
314,925
-4,307
40
$8.16M 0.61%
358,353
-7,685
41
$7.87M 0.59%
14,605
-4,129
42
$7.77M 0.58%
84,802
+11,861
43
$7.68M 0.58%
16,941
-304
44
$7.38M 0.55%
104,970
-10,487
45
$7.37M 0.55%
81,600
-3,957
46
$7.19M 0.54%
37,764
+1,035
47
$6.97M 0.52%
122,613
+10,906
48
$6.94M 0.52%
166,008
+902
49
$6.93M 0.52%
51,242
+4,027
50
$6.85M 0.51%
147,525
+7,608
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