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
76
$4.79M 0.36%
109,856
77
$4.78M 0.36%
53,585
+581
78
$4.77M 0.36%
20,498
+2,869
79
$4.76M 0.36%
16,267
+807
80
$4.76M 0.36%
29,283
+1,602
81
$4.67M 0.35%
32,640
-290
82
$4.56M 0.34%
19,634
-288
83
$4.53M 0.34%
88,980
+5,638
84
$4.52M 0.34%
23,899
-4,054
85
$4.51M 0.34%
29,060
-6,084
86
$4.51M 0.34%
27,502
-1,561
87
$4.42M 0.33%
36,076
+445
88
$4.29M 0.32%
32,723
+1,343
89
$4.28M 0.32%
28,116
-955
90
$4.24M 0.32%
17,517
-824
91
$4.23M 0.32%
126,945
+360
92
$4.23M 0.32%
81,351
+9,860
93
$4.15M 0.31%
91,975
+1,120
94
$3.99M 0.3%
41,150
-10,784
95
$3.95M 0.3%
141,829
-57,087
96
$3.91M 0.29%
45,607
+3,227
97
$3.87M 0.29%
18,715
+15,385
98
$3.83M 0.29%
77,098
+2,056
99
$3.81M 0.29%
99,287
+39,364
100
$3.77M 0.28%
40,844
-1,360
2 3
4
5 6