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
201
$1.31M 0.1%
9,394
-1,009
202
$1.3M 0.1%
28,614
+40
203
$1.28M 0.1%
16,985
-1,570
204
$1.27M 0.1%
25,461
+3,199
205
$1.26M 0.09%
42,787
-3,275
206
$1.26M 0.09%
126,789
-17,870
207
$1.22M 0.09%
47,520
+6,922
208
$1.18M 0.09%
10,747
-1,100
209
$1.18M 0.09%
10,684
-425
210
$1.15M 0.09%
11,569
-1,306
211
$1.14M 0.09%
2,263
-180
212
$1.11M 0.08%
45,305
+8,450
213
$1.11M 0.08%
23,948
+496
214
$1.09M 0.08%
32,082
+707
215
$1.08M 0.08%
4,154
+415
216
$1.07M 0.08%
3,395
-1,035
217
$1.07M 0.08%
16,739
218
$1.07M 0.08%
2,952
-189
219
$1.04M 0.08%
31,327
+12,096
220
$1.04M 0.08%
6,033
+213
221
$1.04M 0.08%
19,155
-6,481
222
$1.03M 0.08%
20,805
+1,930
223
$1.01M 0.08%
10,802
+49
224
$1.01M 0.08%
5,478
+921
225
$1.01M 0.08%
2,950
-63
7 8
9
10 11