Regal Investment Advisors LLC
CIK Number: 0001559789
1.33B
Market Value
455
# of Holdings
18 months
Avg. Holding Period
32.75%
Win Rate
14.60%
Peformance 3-Years
Main Sectors:
Top Industries:
| Rank | Symbol | Name | Price | % Change | Shares | % Change Shares | Market Value | Avg. Price Paid | % Weight |
|---|---|---|---|---|---|---|---|---|---|
| 1 | IVV | iShares Core S&... | 561.31 | +0.60% | 131.9K | -2.52% | 77.65M | 416.08 | 5.84% |
| 2 | QQQ | Invesco QQQ Tru... | 481.23 | +1.21% | 64.74K | +2.17% | 33.1M | 413.92 | 2.49% |
| 3 | AAPL | Apple Inc. | 213.19 | +0.32% | 128.49K | -4.19% | 32.18M | 141.93 | 2.42% |
| 4 | SPY | SPDR S&P 500 ET... | 558.66 | +0.74% | 41.88K | +2.33% | 24.54M | 433.24 | 1.84% |
| 5 | MSFT | Microsoft Corpo... | 425.29 | +7.60% | 56.55K | -6.39% | 23.83M | 277.47 | 1.79% |
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