RIA

Regal Investment Advisors Portfolio holdings

AUM $1.54B
1-Year Est. Return 14.03%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+14.03%
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
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502
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504
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505
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509
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510
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511
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512
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513
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514
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515
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516
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517
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518
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519
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520
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522
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-13,000
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