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
1
$77.6M 5.84%
131,903
-3,413
2
$33.1M 2.49%
64,741
+1,378
3
$32.2M 2.42%
128,491
-5,618
4
$24.5M 1.84%
41,876
+953
5
$23.8M 1.79%
56,547
-3,860
6
$22M 1.66%
206,272
+10,221
7
$21.6M 1.62%
245,757
+14,614
8
$21.4M 1.61%
783,827
+69,818
9
$20.4M 1.53%
114,779
+3,032
10
$19.5M 1.46%
430,820
-37,271
11
$18.5M 1.39%
45,110
-4,685
12
$17M 1.27%
95,256
+1,251
13
$16.3M 1.23%
97,273
+558
14
$15.8M 1.19%
117,684
-2,358
15
$14.6M 1.1%
126,674
-5,221
16
$14.2M 1.07%
297,565
+21,328
17
$14M 1.05%
121,813
+5,999
18
$13.6M 1.02%
133,491
-5,829
19
$13.4M 1.01%
68,460
-625
20
$13.1M 0.99%
90,923
-508
21
$10.7M 0.8%
85,984
-1,806
22
$10.2M 0.77%
70,323
+12,599
23
$10.1M 0.76%
322,066
-13,745
24
$10.1M 0.76%
97,214
+625
25
$10M 0.75%
195,428
-9,516
1
2 3 4 5