Companies 0 See All
Hedge Funds 0 See All
Insiders 0 See All
Institutional Investors 0 See All
Click here to see all results for
Home > Institutional Investor > Regal Investment Advisors Llc > Profile

Instuitional Investor - Regal Investment Advisors Llc

Fund Profile
Filing Period:
Fund Name: Regal Investment Advisors Llc
Portfolio Value $1,536,194,388
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Ishares Trust
 IEF 118,892 $79,574,214 5.18%
2.
Invesco Qqq Tr
 62,938 $37,786,240 2.46%
3.
Apple Inc.
 AAPL 127,944 $32,578,272 2.12%
4.
Spdr S & P 500 Etf Trust
 SPY 47,459 $31,615,963 2.06%
5.
Schwab Strategic Trust
 FNDF 1,003,845 $27,404,972 1.78%
Insider Monkey Quarterly Strategy
+427.7% Insider Monkey Quarterly Strategy
+163.1% Benchmark50% S&P 500 ETF and 50% Russell 2000 ETF
400%
200%
0%

Returns since its inception in May 2014 (through August 15th, 2025)

Subscribe Now

30 day money back guarantee. Cancel anytime.