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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 $1,672,419,894
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Ishares Trust
 IEF 124,234 $85,093,140 5.09%
2.
Apple Inc.
 AAPL 127,471 $34,654,274 2.07%
3.
Invesco Qqq Tr
 55,585 $34,146,934 2.04%
4.
Spdr S & P 500 Etf Trust
 SPY 48,061 $32,774,064 1.96%
5.
Schwab Strategic Trust
 FNDF 966,159 $26,501,759 1.58%
Insider Monkey Quarterly Strategy
+498.7% Insider Monkey Quarterly Strategy
+195% Benchmark50% S&P 500 ETF and 50% Russell 2000 ETF
400%
200%
0%

Returns since its inception in May 2014 (through February 18th, 2026)

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