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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 $1,334,148,197
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Ishares Trust
 IEF 112,526 $69,867,233 5.24%
2.
Invesco Qqq Tr
 61,997 $34,200,408 2.56%
3.
Spdr S & P 500 Etf Trust
 SPY 45,958 $28,395,317 2.13%
4.
Schwab Strategic Trust
 FNDF 996,545 $26,408,466 1.98%
5.
Microsoft Corp
 MSFT 51,573 $25,652,927 1.92%
Insider Monkey Quarterly Strategy
+373.4% Insider Monkey Quarterly Strategy
+154.9% Benchmark50% S&P 500 ETF and 50% Russell 2000 ETF
300%
200%
100%
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Returns since its inception in May 2014 (through February 19th, 2025)