$352 Million is the total value of Regal Investment Advisors LLC's 259 reported holdings in Q3 2016. The portfolio turnover from Q2 2016 to Q3 2016 was 0.0% .
| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| TSS | TOTAL SYS SVCS INC | $661,000 | -11.3% | 14,023 | 0.0% | 0.19% | -8.3% | |
| FDL | FIRST TR MORNINGSTAR DIV LE | $631,000 | +1.6% | 23,147 | 0.0% | 0.18% | +4.7% | |
| AOM | ISHARESmodert alloc etf | $350,000 | +2.3% | 9,689 | 0.0% | 0.10% | +5.3% | |
| DD | DU PONT E I DE NEMOURS & CO | $273,000 | +3.4% | 4,072 | 0.0% | 0.08% | +5.5% | |
| CL | COLGATE PALMOLIVE CO | $269,000 | +1.5% | 3,626 | 0.0% | 0.08% | +4.1% | |
| DBEF | DBX ETF TRxtrak msci eafe | $261,000 | +5.2% | 9,912 | 0.0% | 0.07% | +8.8% | |
| CBLAQ | CBL & ASSOC PPTYS INC | $163,000 | +30.4% | 13,409 | 0.0% | 0.05% | +35.3% | |
| MORE | MONOGRAM RESIDENTIAL TR INC | $118,000 | +4.4% | 11,110 | 0.0% | 0.03% | +6.5% | |
| RF | REGIONS FINL CORP NEW | $104,000 | +15.6% | 10,549 | 0.0% | 0.03% | +20.0% | |
| SIRI | SIRIUS XM HLDGS INC | $100,000 | +5.3% | 24,100 | 0.0% | 0.03% | +7.7% |
Original filings
The following EDGAR filing(s) were analyzed to create this report:
- View 13F-HR filed 2016-10-27
Top long-term holdings
| Name | Quarters owned | Latest quarter owned | Max weighting |
|---|---|---|---|
| ISHARES TR | 42 | Q3 2023 | 6.6% |
| ISHARES TR | 42 | Q3 2023 | 15.6% |
| VANGUARD TAX-MANAGED INTL FD | 42 | Q3 2023 | 9.7% |
| ISHARES TR | 42 | Q3 2023 | 2.6% |
| VANGUARD INDEX FDS | 42 | Q3 2023 | 9.1% |
| ISHARES TR | 42 | Q3 2023 | 4.9% |
| VANGUARD INTL EQUITY INDEX F | 42 | Q3 2023 | 5.8% |
| VANGUARD ST BOND ETF | 42 | Q3 2023 | 4.9% |
| VANGUARD REIT INDEX ETF | 42 | Q3 2023 | 2.6% |
| ISHARES TR | 42 | Q3 2023 | 3.2% |
View Regal Investment Advisors LLC's complete holdings history.
Latest filings
| Type | Filed |
|---|---|
| 13F-HR | 2024-05-15 |
| 13F-HR | 2024-02-14 |
| 13F-HR | 2023-11-13 |
| 13F-HR | 2023-08-11 |
| 13F-HR | 2023-05-11 |
| 13F-HR | 2023-03-01 |
| 13F-HR | 2022-11-15 |
| 13F-HR | 2022-08-09 |
| 13F-HR | 2022-05-09 |
| 13F-HR | 2022-02-10 |
View Regal Investment Advisors LLC's complete filings history.
All filings
- Holdings (13F-HR)
- Significant ownership (13-D/G)
- Insider transactions (4, 5, 6)
- Events (8-K)
- Shareholder votes (proxy)
View complete filings history.