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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 $1,924,962,184
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Ishares Trust
 IEF 168,826 $126,431,391 6.57%
2.
Invesco Qqq Tr
 57,047 $42,008,737 2.18%
3.
Apple Inc.
 AAPL 125,654 $36,359,157 1.89%
4.
Spdr S & P 500 Etf Trust
 SPY 47,879 $35,754,542 1.86%
5.
Ishares Tr
 699,010 $32,259,299 1.68%
Insider Monkey Quarterly Strategy
+599.2% Insider Monkey Quarterly Strategy
+227% Benchmark50% S&P 500 ETF and 50% Russell 2000 ETF
500%
250%
0%

Returns since its inception in May 2014 (through June 2, 2026)

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Past performance does not guarantee future returns. Click to see how the portfolio is constructed.