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
151
$2.13M 0.16%
91,371
+51,124
152
$2.13M 0.16%
10,725
+304
153
$2.11M 0.16%
42,336
+4,007
154
$2.06M 0.16%
16,009
+38
155
$2.06M 0.15%
28,478
-1,862
156
$2.05M 0.15%
39,278
-714
157
$2.04M 0.15%
32,349
-19,602
158
$2.03M 0.15%
25,062
+1,723
159
$2.02M 0.15%
15,863
-59
160
$2.02M 0.15%
8,779
-118
161
$1.96M 0.15%
5,045
-715
162
$1.96M 0.15%
4,849
-356
163
$1.93M 0.14%
71,035
+6,359
164
$1.92M 0.14%
5,471
+4,417
165
$1.91M 0.14%
10,845
-367
166
$1.91M 0.14%
44,139
+3,484
167
$1.9M 0.14%
21,189
+4,292
168
$1.86M 0.14%
39,196
-471
169
$1.81M 0.14%
7,475
-2,515
170
$1.78M 0.13%
68,441
-33,559
171
$1.78M 0.13%
35,921
+16,354
172
$1.77M 0.13%
15,792
-389
173
$1.76M 0.13%
19,787
+1,659
174
$1.75M 0.13%
19,887
-7,010
175
$1.72M 0.13%
75,603
+15,071
5 6
7
8 9