Regal Investment Advisors LLC

CIK Number: 0001559789

1.24B
Market Value
456
# of Holdings
19 months
Avg. Holding Period
Win Rate
Peformance 3-Years
Rank Symbol Name Price % Change Shares % Change Shares Market Value Avg. Price Paid % Weight
1 IVV iShares Core S&...
614.96
+0.82% 131.9K -2.52% 77.65M 416.08 5.84%
2 QQQ Invesco QQQ Tru...
546.29
+0.95% 64.74K +2.17% 33.1M 413.92 2.49%
3 AAPL Apple Inc.
201.21
-0.18% 128.49K -4.19% 32.18M 141.93 2.42%
4 SPY SPDR S&P 500 ET...
611.96
+0.80% 41.88K +2.33% 24.54M 433.24 1.84%
5 MSFT Microsoft Corpo...
497.50
+1.06% 56.55K -6.39% 23.83M 277.47 1.79%
6 LQD iShares iBoxx $...
109.19
+0.37% 206.27K +5.21% 22.04M 122.8 1.66%
7 FTCS First Trust Cap...
89.98
+0.27% 245.76K +6.32% 21.58M 76.84 1.62%
8 SCHD Schwab U.S. Div...
26.39
+0.71% 783.83K +229.33% 21.41M 20.99 1.61%
9 ABBV AbbVie Inc.
186.97
+0.85% 114.78K +2.71% 20.4M 124.55 1.53%
10 IUSB iShares Core To...
46.16
+0.27% 430.82K -7.96% 19.47M 47.74 1.46%
11 VUG Vanguard Growth...
433.78
+0.82% 45.11K -9.41% 18.51M 184.14 1.39%
12 QUAL iShares MSCI US...
180.45
+0.60% 95.26K +1.33% 16.96M 141.84 1.27%
13 PG The Procter & G...
158.66
-0.19% 97.27K +0.58% 16.31M 140.2 1.23%
14 NVDA NVIDIA Corporat...
155.10
+0.51% 117.68K -1.96% 15.8M 21.73 1.19%
15 GSLC Goldman Sachs A...
120.14
+0.76% 126.67K -3.96% 14.59M 87.5 1.10%
16 VEA Vanguard Develo...
56.48
+1.10% 297.56K +7.72% 14.23M 43.61 1.07%
17 IJR iShares Core S&...
109.20
+1.52% 121.81K +5.18% 14.04M 98.57 1.05%
18 IVW iShares S&P 500...
108.89
+0.98% 133.49K -4.18% 13.55M 83.85 1.02%
19 VIG Vanguard Divide...
203.59
+0.62% 68.46K -0.9% 13.41M 155.01 1.01%
20 JNJ Johnson & Johns...
152.17
-0.07% 90.92K -0.56% 13.15M 164.64 0.99%
21 EMR Emerson Electri...
132.87
+2.65% 85.98K -2.06% 10.66M 94.43 0.80%
22 CVX Chevron Corpora...
144.42
+0.83% 70.32K +21.83% 10.19M 128.09 0.77%
23 PFF iShares Preferr...
30.68
+0.67% 322.07K -4.09% 10.13M 37.42 0.76%
24 AFL Aflac Incorpora...
104.00
+1.48% 97.21K +0.65% 10.06M 57.7 0.76%
25 DYNF BlackRock U.S. ...
53.90
+0.96% 195.43K -4.64% 10.02M 45.74 0.75%
26 VZ Verizon Communi...
42.13
+0.01% 249.54K -0.13% 9.98M 43.95 0.75%
27 AMZN Amazon.com, Inc...
217.26
+2.49% 44.16K -16.16% 9.69M 151.62 0.73%
28 EFG iShares MSCI EA...
110.53
+1.15% 98.17K +13.05% 9.51M 98.27 0.71%
29 FV First Trust Dor...
58.63
+1.09% 158.95K +5.48% 9.39M 47.43 0.71%
30 EFV iShares MSCI EA...
63.08
+1.07% 178.05K +6.26% 9.34M 54.82 0.70%
31 MO Altria Group, I...
58.81
-0.22% 176.72K +2.86% 9.24M 44.71 0.69%
32 MDT Medtronic plc
86.28
+0.36% 115.05K +1.31% 9.19M 100.38 0.69%
33 JEPI JPMorgan Equity...
56.44
+0.13% 157.69K +14.02% 9.07M 56.3 0.68%
34 VTI Vanguard Total ...
302.04
+0.90% 30.78K +2.77% 8.92M 218.59 0.67%
35 MUB iShares Nationa...
104.33
+0.13% 83.69K +10.46% 8.92M 110.08 0.67%
36 MCD McDonald's Corp...
285.78
+0.08% 30.31K -0.5% 8.79M 241.55 0.66%
37 PWB Invesco Dynamic...
115.16
+0.95% 85.51K +5.01% 8.7M 90.93 0.65%
38 VWO Vanguard Emergi...
49.45
+0.69% 191.1K +2.94% 8.42M 44.62 0.63%
39 PFE Pfizer Inc.
24.28
+0.08% 314.93K -1.35% 8.35M 36.41 0.63%
40 T AT&T Inc.
28.04
+0.41% 358.35K -2.1% 8.16M 20.23 0.61%
41 VOO Vanguard 500 In...
564.28
+0.81% 14.61K -22.04% 7.87M 370.67 0.59%
42 MBB iShares MBS ETF
93.88
+0.36% 84.8K +16.26% 7.77M 95.29 0.58%
43 BRK-B Berkshire Hatha...
485.71
-0.1% 16.94K -1.76% 7.68M 307.02 0.58%
44 IEFA iShares Core MS...
82.55
+1.22% 104.97K -9.08% 7.38M 72.16 0.55%
45 WMT Walmart Inc.
96.16
-1.13% 81.6K -4.63% 7.37M 48.56 0.55%
46 GOOG Alphabet Inc.
174.38
+1.69% 37.76K +2.82% 7.19M 119.51 0.54%
47 PWV Invesco Dynamic...
61.69
+1.05% 122.61K +9.76% 6.97M 56.72 0.52%
48 EEM iShares MSCI Em...
48.28
+0.67% 166.01K +0.55% 6.94M 52.38 0.52%
49 TGT Target Corporat...
97.57
+0.90% 51.24K +8.53% 6.93M 172.74 0.52%
50 GTO Invesco Total R...
46.78
+0.27% 147.53K +5.44% 6.85M 46.56 0.51%
51 BUFR First Trust Cbo...
31.64
+0.52% 223.5K +26.54% 6.81M 28.94 0.51%
52 VOT Vanguard Mid-Ca...
280.12
+0.84% 26.18K +0.28% 6.64M 187.63 0.50%
53 VOE Vanguard Mid-Ca...
164.11
+0.73% 40.56K +3.70% 6.56M 122.74 0.49%
54 CINF Cincinnati Fina...
145.84
+1.47% 43.82K +105.88% 6.3M 128.57 0.47%
55 IVE iShares S&P 500...
193.80
+0.67% 32.82K +1.02% 6.26M 180.37 0.47%
56 IJH iShares Core S&...
61.88
+1.38% 100.53K -5.34% 6.26M 45.59 0.47%
57 PRFZ Invesco FTSE RA...
40.60
+1.46% 149.62K +6.50% 6.23M 39.2 0.47%
58 BSV Vanguard Short-...
78.66
+0.17% 79.47K +0.78% 6.14M 79.71 0.46%
59 CSCO Cisco Systems, ...
68.97
+1.15% 103.07K +0.04% 6.1M 52.16 0.46%
60 IYW iShares U.S. Te...
171.64
+0.87% 38.2K -2.54% 6.09M 100.63 0.46%
61 FDN First Trust Dow...
264.50
+1.60% 24.55K +1.79% 5.97M 232.73 0.45%
62 FAUG FT Cboe Vest U....
48.71
+0.64% 124.94K -15.03% 5.81M 36.79 0.44%
63 EXPE Expedia Group, ...
166.80
+0.63% 30.6K -10.99% 5.7M 118.12 0.43%
64 VNQ Vanguard Real E...
88.31
-1.01% 63.83K -12.51% 5.69M 91.01 0.43%
65 ULTA Ulta Beauty, In...
458.04
-0.23% 12.9K -0.78% 5.61M 393.34 0.42%
66 CPAY Corpay, Inc.
326.37
-0.03% 16.53K -1.43% 5.6M 305.29 0.42%
67 WM Waste Managemen...
226.77
-0.79% 27.57K +1.47% 5.56M 152.92 0.42%
68 XLU Utilities Selec...
81.15
+0.81% 70.58K -3.17% 5.34M 69.34 0.40%
69 COST Costco Wholesal...
983.03
-0.36% 5.67K -5.85% 5.19M 425.22 0.39%
70 KO The Coca-Cola C...
69.48
-0.21% 83.17K -8.26% 5.18M 56.53 0.39%
71 FIS Fidelity Nation...
80.04
-0.85% 63.5K -1.33% 5.13M 62.43 0.39%
72 TOL Toll Brothers, ...
113.91
+2.33% 39.86K -0.27% 5.02M 62.94 0.38%
73 VO Vanguard Mid Ca...
277.93
+0.78% 18.94K -12.74% 5M 239.83 0.38%
74 IBM International B...
292.32
+0.43% 22.69K +2.18% 4.99M 151.68 0.37%
75 EMXC iShares MSCI Em...
63.09
+1.01% 89.36K +1.75% 4.96M 58.16 0.37%
76 LZB La-Z-Boy Incorp...
37.52
+1.19% 109.86K 0.00% 4.79M 37.04 0.36%
77 ED Consolidated Ed...
98.46
+0.42% 53.59K +1.10% 4.78M 72.88 0.36%
78 XLK Technology Sele...
251.16
+0.73% 20.5K +16.27% 4.77M 185.65 0.36%
79 ADP Automatic Data ...
303.09
+1.64% 16.27K +5.22% 4.76M 211.39 0.36%
80 CLX The Clorox Comp...
118.01
-1.23% 29.28K +5.79% 4.76M 161.38 0.36%
81 BLDR Builders FirstS...
115.92
-0.03% 32.64K -0.88% 4.67M 96.77 0.35%
82 CME CME Group Inc.
272.92
-0.04% 19.63K -1.45% 4.56M 199.11 0.34%
83 FLOT iShares Floatin...
50.99
+0.04% 88.98K +6.76% 4.53M 50.71 0.34%
84 GOOGL Alphabet Inc.
173.50
+1.65% 23.9K -14.5% 4.52M 125.3 0.34%
85 GNRC Generac Holding...
142.44
+2.17% 29.06K -17.31% 4.51M 114.85 0.34%
86 FANG Diamondback Ene...
140.88
+2.06% 27.5K -5.37% 4.51M 126.01 0.34%
87 EOG EOG Resources, ...
121.07
+1.04% 36.08K +1.25% 4.42M 121.34 0.33%
88 KMB Kimberly-Clark ...
126.85
-1.01% 32.72K +4.28% 4.29M 132.3 0.32%
89 PEP PepsiCo, Inc.
128.20
+0.14% 28.12K -3.29% 4.28M 159.09 0.32%
90 GLD SPDR Gold Share...
306.79
-0.11% 17.52K -4.49% 4.24M 175 0.32%
91 GSIE Goldman Sachs A...
39.28
+1.18% 126.94K +0.28% 4.23M 33.75 0.32%
92 BINC Blackrock Etf T...
52.77
+0.26% 81.35K +13.79% 4.23M 52.55 0.32%
93 GIGB Goldman Sachs A...
45.88
+0.30% 91.97K +1.23% 4.15M 47.03 0.31%
94 AGG iShares Core U....
99.08
+0.28% 41.15K -20.76% 3.99M 104.92 0.30%
95 SCHG Schwab U.S. Lar...
28.88
+0.87% 141.83K +185.20% 3.95M 22.45 0.30%
96 XLE Energy Select S...
85.73
+1.41% 45.61K +7.61% 3.91M 77.96 0.29%
97 MTUM iShares MSCI US...
237.23
+0.86% 18.71K +462.01% 3.87M 199.72 0.29%
98 FLTB Fidelity Limite...
50.59
+0.24% 77.1K +2.74% 3.83M 48.98 0.29%
99 SLB Schlumberger Li...
33.80
+1.85% 99.29K +65.69% 3.81M 40.89 0.29%
100 AEP American Electr...
102.35
+0.93% 40.84K -3.22% 3.77M 85.56 0.28%
101 GHYB Goldman Sachs A...
45.38
+0.50% 83.99K +1.41% 3.73M 48.24 0.28%
102 VB Vanguard Small ...
237.05
+1.40% 15.5K -14.64% 3.72M 217.62 0.28%
103 JPM JPMorgan Chase ...
288.83
+1.68% 15.36K -6.71% 3.68M 157.85 0.28%
104 JNK SPDR Bloomberg ...
97.02
+0.32% 37.58K -3.05% 3.59M 102.53 0.27%
105 GOLD Barrick Gold Co...
21.16
+1.37% 230.27K -10.03% 3.57M 16.73 0.27%
106 XLF Financial Selec...
51.80
+0.75% 73.1K +43.68% 3.53M 43.55 0.27%
107 TLH iShares 10-20 Y...
101.31
+0.36% 35.31K -21.92% 3.51M 107.93 0.26%
108 VXF Vanguard Extend...
191.48
+1.16% 18.28K +3.83% 3.47M 177.03 0.26%
109 BAC Bank of America...
47.51
+1.40% 78.77K +78.74% 3.46M 42.45 0.26%
110 VWOB Vanguard Emergi...
65.11
+0.33% 53.81K +7.57% 3.4M 69.98 0.26%
111 DUK Duke Energy Cor...
116.38
+0.37% 31.14K -9.18% 3.36M 98.61 0.25%
112 HEFA iShares Currenc...
37.73
+0.68% 95.39K -53.62% 3.31M 32 0.25%
113 GOVT iShares U.S. Tr...
22.94
+0.22% 142.56K -44.11% 3.28M 23.58 0.25%
114 XLP Consumer Staple...
80.14
-0.12% 41.64K +1.12% 3.27M 73.88 0.25%
115 SHY iShares 1-3 Yea...
82.83
+0.11% 39.86K -9.61% 3.27M 82.17 0.25%
116 MU Micron Technolo...
126.01
-0.97% 38.83K +100.00% 3.27M 84.16 0.25%
117 DIVO Amplify CWP Enh...
42.23
+0.73% 80.17K -20.74% 3.25M 34.59 0.24%
118 FYX First Trust Sma...
96.99
+1.73% 30.74K +1.35% 3.11M 90.26 0.23%
119 VYMI Vanguard Intern...
79.74
+1.01% 45.24K -9.57% 3.07M 55.64 0.23%
120 IWC iShares Micro-C...
127.66
+1.80% 23.43K +2.29% 3.06M 100.6 0.23%
121 SCZ iShares MSCI EA...
71.90
+1.63% 48.55K +1.76% 2.95M 70.45 0.22%
122 AVGO Broadcom Inc.
270.21
+2.10% 12.63K -14.97% 2.93M 64.79 0.22%
123 XOM Exxon Mobil Cor...
110.07
+1.57% 26.48K -6.39% 2.85M 92.71 0.21%
124 TLT iShares 20+ Yea...
87.93
+0.48% 32.23K -13.98% 2.81M 94.1 0.21%
125 IWF iShares Russell...
419.42
+0.96% 6.89K +2.38% 2.77M 271.79 0.21%
126 VRIG Invesco Variabl...
25.04
-0.02% 107.29K +3.41% 2.69M 25.1 0.20%
127 OEF iShares S&P 100...
301.37
+0.90% 9.15K -0.59% 2.64M 212.46 0.20%
128 MS Morgan Stanley
139.78
+1.50% 21K +165.49% 2.64M 113.68 0.20%
129 XLV Health Care Sel...
134.22
+0.24% 18.82K -6.5% 2.59M 135.75 0.19%
130 LLY Eli Lilly and C...
795.71
+0.43% 3.24K -29.42% 2.5M 419.23 0.19%
131 KMI Kinder Morgan, ...
28.89
+2.05% 90.78K +6.56% 2.49M 18.33 0.19%
132 SO The Southern Co...
90.25
-0.16% 30.12K +5.94% 2.48M 65.08 0.19%
133 VSS Vanguard FTSE A...
133.16
+1.34% 21.51K +6.97% 2.46M 110.53 0.19%
134 ETN Eaton Corporati...
348.68
+1.85% 7.42K -9.89% 2.46M 291.94 0.18%
135 XLC Communication S...
106.44
+1.17% 25.06K +16.24% 2.43M 78.09 0.18%
136 FTA First Trust Lar...
78.22
+0.53% 30.72K +0.24% 2.35M 65.52 0.18%
137 LOW Lowe's Companie...
221.42
+0.33% 9.47K +5.94% 2.34M 202.65 0.18%
138 RSP Invesco S&P 500...
180.32
+0.81% 13.26K -36.91% 2.32M 170.71 0.17%
139 FXR First Trust Ind...
73.81
+1.16% 30.95K +6.20% 2.32M 60.9 0.17%
140 KNSL Kinsale Capital...
477.07
+2.41% 4.94K +100.00% 2.3M 465.13 0.17%
141 USMV iShares MSCI US...
92.69
+0.37% 25.64K -10.32% 2.28M 74.23 0.17%
142 MGK Vanguard Mega C...
362.58
+0.87% 6.57K -3.31% 2.26M 260.18 0.17%
143 TDIV First Trust NAS...
89.20
+0.29% 28.31K -16.2% 2.22M 57.99 0.17%
144 IUSV iShares Core S&...
93.92
+0.71% 23.96K -1.72% 2.22M 72.67 0.17%
145 SPGI S&P Global Inc.
515.63
-1.09% 4.36K -0.98% 2.17M 406.22 0.16%
146 RLY SPDR SSgA Multi...
29.13
+1.13% 80.4K -3.26% 2.17M 28.39 0.16%
147 QTEC First Trust NAS...
211.83
+0.63% 11.43K +4.26% 2.15M 167.96 0.16%
148 FLTR VanEck Investme...
25.49
+0.08% 84.36K +100.00% 2.15M 25.45 0.16%
149 VCLT Vanguard Long-T...
75.42
+0.43% 28.66K +8.57% 2.14M 76.16 0.16%
150 RSG Republic Servic...
244.91
+0.42% 10.64K -1.58% 2.14M 133.97 0.16%