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
51
$6.81M 0.51%
223,498
+46,871
52
$6.64M 0.5%
26,182
+73
53
$6.56M 0.49%
40,561
+1,449
54
$6.3M 0.47%
43,817
+22,534
55
$6.26M 0.47%
32,816
+331
56
$6.26M 0.47%
100,528
-5,676
57
$6.23M 0.47%
149,618
+9,127
58
$6.14M 0.46%
79,467
+612
59
$6.1M 0.46%
103,071
+39
60
$6.09M 0.46%
38,202
-996
61
$5.97M 0.45%
24,553
+432
62
$5.81M 0.44%
124,945
-22,100
63
$5.7M 0.43%
30,600
-3,780
64
$5.69M 0.43%
63,832
-9,128
65
$5.61M 0.42%
12,900
-102
66
$5.6M 0.42%
16,534
-240
67
$5.56M 0.42%
27,566
+399
68
$5.34M 0.4%
70,578
-2,310
69
$5.19M 0.39%
5,670
-352
70
$5.18M 0.39%
83,171
-7,491
71
$5.13M 0.39%
63,496
-857
72
$5.02M 0.38%
39,862
-106
73
$5M 0.38%
18,937
-2,766
74
$4.99M 0.37%
22,693
+485
75
$4.96M 0.37%
89,361
+1,540
1 2
3
4 5