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
176
$1.69M 0.13%
22,340
+740
177
$1.68M 0.13%
21,980
+605
178
$1.67M 0.13%
56,175
-5,631
179
$1.65M 0.12%
93,131
-6,541
180
$1.64M 0.12%
8,395
-13,239
181
$1.64M 0.12%
14,722
-2,513
182
$1.6M 0.12%
13,526
+37
183
$1.6M 0.12%
16,367
+1,777
184
$1.59M 0.12%
31,711
-2,248
185
$1.58M 0.12%
2,696
-751
186
$1.57M 0.12%
24,530
+172
187
$1.55M 0.12%
11,817
+621
188
$1.55M 0.12%
6,929
+2,108
189
$1.54M 0.12%
84,640
+13,349
190
$1.54M 0.12%
59,252
-3,600
191
$1.5M 0.11%
6,701
+2,279
192
$1.5M 0.11%
6,771
-5,783
193
$1.48M 0.11%
36,664
-160
194
$1.48M 0.11%
14,918
-156
195
$1.47M 0.11%
8,662
-10,094
196
$1.46M 0.11%
11,567
+662
197
$1.39M 0.1%
10,256
+216
198
$1.39M 0.1%
33,116
+4,304
199
$1.37M 0.1%
28,427
+6,891
200
$1.37M 0.1%
17,042
+3,089
6 7
8
9 10