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
126
$2.69M 0.2%
107,294
+3,542
127
$2.64M 0.2%
9,148
-54
128
$2.64M 0.2%
20,995
+13,087
129
$2.59M 0.19%
18,820
-1,309
130
$2.5M 0.19%
3,238
-1,350
131
$2.49M 0.19%
90,782
+5,586
132
$2.48M 0.19%
30,117
+1,689
133
$2.46M 0.19%
21,509
+1,401
134
$2.46M 0.19%
7,418
-814
135
$2.43M 0.18%
25,056
+3,500
136
$2.35M 0.18%
30,719
+75
137
$2.34M 0.18%
9,471
+531
138
$2.32M 0.17%
13,258
-7,755
139
$2.32M 0.17%
30,950
+1,808
140
$2.3M 0.17%
+4,939
141
$2.28M 0.17%
25,639
-2,950
142
$2.26M 0.17%
6,567
-225
143
$2.22M 0.17%
28,307
-5,474
144
$2.22M 0.17%
23,959
-419
145
$2.17M 0.16%
4,363
-43
146
$2.17M 0.16%
80,400
-2,708
147
$2.15M 0.16%
11,426
+467
148
$2.15M 0.16%
+84,363
149
$2.14M 0.16%
28,657
+2,263
150
$2.14M 0.16%
10,641
-171
4 5
6
7 8