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
101
$3.73M 0.28%
83,987
+1,169
102
$3.72M 0.28%
15,501
-2,658
103
$3.68M 0.28%
15,356
-1,105
104
$3.59M 0.27%
37,577
-1,182
105
$3.57M 0.27%
230,266
-25,659
106
$3.53M 0.27%
73,098
+22,223
107
$3.51M 0.26%
35,307
-9,912
108
$3.47M 0.26%
18,282
+674
109
$3.46M 0.26%
78,767
+34,698
110
$3.4M 0.26%
53,813
+3,789
111
$3.36M 0.25%
31,142
-3,147
112
$3.31M 0.25%
95,391
-110,263
113
$3.28M 0.25%
142,562
-112,497
114
$3.27M 0.25%
41,642
+461
115
$3.27M 0.25%
39,863
-4,236
116
$3.27M 0.25%
+38,829
117
$3.25M 0.24%
80,175
-20,974
118
$3.11M 0.23%
30,741
+410
119
$3.07M 0.23%
45,240
-4,786
120
$3.06M 0.23%
23,434
+524
121
$2.95M 0.22%
48,546
+840
122
$2.93M 0.22%
12,628
-2,224
123
$2.85M 0.21%
26,485
-1,809
124
$2.81M 0.21%
32,225
-5,236
125
$2.77M 0.21%
6,895
+160
3 4
5
6 7