StockDriftsStockDriftsTop 50 Regal Investment Advisors LLC Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| IVV | ISHARES TR | 5.1% | 135.3K | $88.4M | +8.90%(+11.05K) | $449.51(+67.20%) | 2026-03-31 | |
| AAPL | APPLE INC | 1.86% | 127.2K | $32.3M | -0.21%(-273) | $63.45(+370.03%) | 2026-03-31 | |
| QQQ | INVESCO QQQ TR | 1.83% | 54.9K | $31.7M | -1.20%(-669) | $243.96(+195.05%) | 2026-03-31 | |
| SPY | STATE STR SPDR S&P 500 ETF T | 1.75% | 46.7K | $30.4M | -2.74%(-1.32K) | $320.74(+133.26%) | 2026-03-31 | |
| SCHD | SCHWAB STRATEGIC TR | 1.61% | 908.8K | $27.9M | -5.93%(-57.34K) | $22.97(+38.44%) | 2026-03-31 | |
| LQD | ISHARES TR | 1.54% | 244.6K | $26.7M | +4.84%(+11.30K) | $120.07(-9.60%) | 2026-03-31 | |
| FTCS | FIRST TR EXCHANGE-TRADED FD | 1.46% | 271.9K | $25.2M | +1.69%(+4.51K) | $66.39(+39.54%) | 2026-03-31 | |
| NVDA | NVIDIA CORPORATION | 1.34% | 133.1K | $23.2M | -0.33%(-444) | $43.57(+441.07%) | 2026-03-31 | |
| VUG | VANGUARD INDEX FDS | 1.33% | 52.8K | $23.1M | +5.64%(+2.82K) | $37.17(+138.10%) | 2026-03-31 | |
| IUSB | ISHARES TR | 1.31% | 492.8K | $22.8M | +9.79%(+43.94K) | $47.86(-3.94%) | 2026-03-31 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative |
|---|---|---|
| Top 20 Holdings Weighted | +16.87% | +59.62% |
| Top 20 Holdings Unweighted | +15.77% | +55.18% |
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