$329 Million is the total value of Regal Investment Advisors LLC's 257 reported holdings in Q2 2018. The portfolio turnover from Q1 2018 to Q2 2018 was 36.7% .
Value | Shares | ↓ Weighting | ||||||
---|---|---|---|---|---|---|---|---|
IVV | Sell | ISHARES TRcore s&p500 etf | $11,491,000 | -22.7% | 42,085 | -24.9% | 3.49% | +6.2% |
SPY | Sell | SPDR S&P 500 ETF TRtr unit | $8,130,000 | -20.2% | 29,970 | -22.6% | 2.47% | +9.6% |
LQD | Sell | ISHARES TRiboxx inv cp etf | $7,556,000 | -26.5% | 65,953 | -24.7% | 2.29% | +1.0% |
VEA | Sell | VANGUARD TAX MANAGED INTL FDftse dev mkt etf | $5,642,000 | -30.8% | 131,505 | -28.6% | 1.71% | -4.9% |
MSFT | Sell | MICROSOFT CORP | $5,507,000 | -22.8% | 55,843 | -28.6% | 1.67% | +6.0% |
AAPL | Sell | APPLE INC | $5,450,000 | -7.5% | 29,444 | -16.2% | 1.66% | +27.0% |
PFF | Sell | ISHARES TRs&p us pfd stk | $5,172,000 | -35.4% | 137,165 | -35.6% | 1.57% | -11.2% |
EEM | Sell | ISHARES TRmsci emg mkt etf | $5,128,000 | -34.6% | 118,337 | -27.1% | 1.56% | -10.2% |
ABBV | Sell | ABBVIE INC | $5,008,000 | -30.9% | 54,055 | -29.4% | 1.52% | -5.1% |
IJR | Sell | ISHARES TRcore s&p scp etf | $4,794,000 | -55.2% | 57,436 | -58.7% | 1.46% | -38.4% |
FLOT | Sell | ISHARES TRfltg rate nt etf | $4,219,000 | -27.4% | 82,734 | -27.5% | 1.28% | -0.2% |
T | Sell | AT&T INC | $4,097,000 | -37.6% | 127,581 | -30.7% | 1.24% | -14.2% |
VUG | Sell | VANGUARD INDEX FDSgrowth etf | $4,056,000 | -24.2% | 27,077 | -28.2% | 1.23% | +4.1% |
DWDP | Sell | DOWDUPONT INC | $3,908,000 | -24.6% | 59,291 | -27.1% | 1.19% | +3.7% |
ED | Sell | CONSOLIDATED EDISON INC | $3,862,000 | -35.0% | 49,520 | -35.0% | 1.17% | -10.7% |
SCHD | Sell | SCHWAB STRATEGIC TRus dividend eq | $3,852,000 | -25.4% | 78,157 | -25.8% | 1.17% | +2.5% |
VIG | Sell | VANGUARD GROUPdiv app etf | $3,854,000 | -32.1% | 37,926 | -32.5% | 1.17% | -6.8% |
MCD | Sell | MCDONALDS CORP | $3,846,000 | -29.9% | 24,545 | -30.1% | 1.17% | -3.7% |
FDN | Sell | FIRST TR EXCHANGE TRADED FDdj internt idx | $3,661,000 | +1.5% | 26,600 | -11.1% | 1.11% | +39.5% |
PG | Sell | PROCTER AND GAMBLE CO | $3,471,000 | -29.0% | 44,464 | -27.9% | 1.05% | -2.5% |
JNJ | Sell | JOHNSON & JOHNSON | $3,460,000 | -38.0% | 28,513 | -34.6% | 1.05% | -14.8% |
BSV | Sell | VANGUARD BD INDEX FD INCshort trm bond | $3,440,000 | -30.6% | 43,980 | -30.4% | 1.04% | -4.6% |
EMR | Sell | EMERSON ELEC CO | $3,423,000 | -38.2% | 49,506 | -39.0% | 1.04% | -15.2% |
RFEU | Sell | FIRST TR EXCH TRADED FD IIIrivrfrnt dyn eur | $3,287,000 | -23.3% | 52,548 | -20.2% | 1.00% | +5.4% |
RFDI | Sell | FIRST TR EXCH TRADED FD IIIrivrfrnt dyn dev | $3,182,000 | -21.5% | 51,940 | -18.1% | 0.97% | +7.9% |
VTV | Sell | VANGUARD INDEX FDSvalue etf | $3,097,000 | -38.5% | 29,832 | -38.9% | 0.94% | -15.5% |
RFEM | Sell | FIRST TR EXCH TRADED FD IIIrivr frnt dyn | $3,050,000 | -25.5% | 46,024 | -16.2% | 0.93% | +2.3% |
VWO | Sell | VANGUARD INTL EQUITY INDEX Fftse emr mkt etf | $3,024,000 | -28.4% | 71,666 | -20.3% | 0.92% | -1.7% |
VNQ | Sell | VANGUARD INDEX FDSreal estate etf | $2,889,000 | -28.4% | 35,466 | -33.7% | 0.88% | -1.7% |
LZB | Sell | LA Z BOY INC | $2,819,000 | -19.2% | 92,139 | -20.9% | 0.86% | +11.0% |
IWF | Sell | ISHARES TRrus 1000 grw etf | $2,804,000 | -37.2% | 19,497 | -40.6% | 0.85% | -13.7% |
DIS | Sell | DISNEY WALT CO | $2,799,000 | -20.7% | 26,708 | -24.0% | 0.85% | +9.0% |
FTA | Sell | FIRST TR LRG CP VL ALPHADEX | $2,708,000 | -15.9% | 51,763 | -15.2% | 0.82% | +15.4% |
MO | Sell | ALTRIA GROUP INC | $2,654,000 | -35.6% | 46,742 | -29.3% | 0.81% | -11.4% |
RFAP | Sell | FIRST TR EXCH TRADED FD IIIrivrfrnt dy asia | $2,597,000 | -23.3% | 45,682 | -18.9% | 0.79% | +5.3% |
MUB | Sell | ISHARES TRnational mun etf | $2,470,000 | -7.6% | 22,649 | -7.7% | 0.75% | +26.9% |
FYX | Sell | FIRST TR SML CP CORE ALPHA F | $2,453,000 | -8.8% | 37,152 | -16.9% | 0.74% | +25.2% |
FV | Sell | FIRST TR EXCHANGE TRADED FDdorsey wrt 5 etf | $2,362,000 | -13.3% | 80,171 | -15.5% | 0.72% | +19.1% |
MA | Sell | MASTERCARD INCORPORATEDcl a | $2,306,000 | -9.1% | 11,736 | -19.0% | 0.70% | +24.8% |
ANDV | Sell | ANDEAVOR | $2,222,000 | +6.7% | 16,941 | -18.2% | 0.68% | +46.7% |
ORLY | Sell | O REILLY AUTOMOTIVE INC NEW | $2,066,000 | -8.7% | 7,552 | -17.4% | 0.63% | +25.4% |
IJH | Sell | ISHARES TRcore s&p mcp etf | $2,048,000 | -64.6% | 10,516 | -65.9% | 0.62% | -51.3% |
ICPT | Sell | INTERCEPT PHARMACEUTICALS IN | $2,028,000 | +11.7% | 24,174 | -18.1% | 0.62% | +53.6% |
UNP | Sell | UNION PAC CORP | $2,014,000 | -13.1% | 14,213 | -17.5% | 0.61% | +19.5% |
DUK | Sell | DUKE ENERGY CORP NEW | $1,998,000 | -40.1% | 25,260 | -41.3% | 0.61% | -17.6% |
IEFA | Sell | ISHARES TRcore msci eafe | $1,966,000 | -15.5% | 31,030 | -12.1% | 0.60% | +16.1% |
AEP | Sell | AMERICAN ELEC PWR INC | $1,900,000 | -39.2% | 27,433 | -39.7% | 0.58% | -16.4% |
USMV | Sell | ISHARES TRmin vol usa etf | $1,891,000 | -10.6% | 35,581 | -12.7% | 0.57% | +22.6% |
UTX | Sell | UNITED TECHNOLOGIES CORP | $1,881,000 | -20.5% | 15,046 | -20.0% | 0.57% | +9.2% |
VOT | Sell | VANGUARD INDEX FDSmcap gr idxvip | $1,843,000 | -22.3% | 13,715 | -25.1% | 0.56% | +6.9% |
FCX | New | FREEPORT-MCMORAN INCcl b | $1,831,000 | – | 106,063 | +100.0% | 0.56% | – |
ADI | Sell | ANALOG DEVICES INC | $1,823,000 | -12.5% | 19,007 | -16.9% | 0.55% | +20.2% |
AXP | Sell | AMERICAN EXPRESS CO | $1,794,000 | -13.6% | 18,302 | -17.8% | 0.54% | +18.7% |
VOE | Sell | VANGUARD INDEX FDSmcap vl idxvip | $1,791,000 | -28.6% | 16,218 | -29.3% | 0.54% | -1.8% |
IDCC | Sell | INTERDIGITAL INC | $1,787,000 | -8.4% | 22,092 | -16.6% | 0.54% | +26.0% |
HUM | Sell | HUMANA INC | $1,773,000 | -7.3% | 5,957 | -16.3% | 0.54% | +27.2% |
CVX | Buy | CHEVRON CORP NEW | $1,773,000 | +64.0% | 14,023 | +47.9% | 0.54% | +125.1% |
VTI | Sell | VANGUARD INDEX FDStotal stk mkt | $1,736,000 | -10.1% | 12,364 | -13.1% | 0.53% | +23.4% |
COP | Sell | CONOCOPHILLIPS | $1,717,000 | -28.8% | 24,662 | -39.4% | 0.52% | -2.3% |
UTHR | Sell | UNITED THERAPEUTICS CORP DEL | $1,693,000 | -15.6% | 14,958 | -16.2% | 0.51% | +15.8% |
MU | Sell | MICRON TECHNOLOGY INC | $1,676,000 | -17.8% | 31,955 | -18.3% | 0.51% | +12.9% |
SRCL | Sell | STERICYCLE INC | $1,604,000 | -7.1% | 24,570 | -16.7% | 0.49% | +27.5% |
WFC | Sell | WELLS FARGO CO NEW | $1,604,000 | -15.3% | 28,930 | -19.9% | 0.49% | +16.2% |
BK | Sell | BANK NEW YORK MELLON CORP | $1,591,000 | -14.0% | 29,498 | -17.8% | 0.48% | +18.1% |
M | New | MACYS INC | $1,589,000 | – | 42,457 | +100.0% | 0.48% | – |
ESRX | Sell | EXPRESS SCRIPTS HLDG CO | $1,587,000 | -8.3% | 20,548 | -18.0% | 0.48% | +26.2% |
AVX | New | AVX CORP NEW | $1,578,000 | – | 100,674 | +100.0% | 0.48% | – |
LEA | New | LEAR CORP | $1,560,000 | – | 8,394 | +100.0% | 0.47% | – |
INVA | New | INNOVIVA INC | $1,551,000 | – | 112,368 | +100.0% | 0.47% | – |
MAT | Sell | MATTEL INC | $1,549,000 | +3.1% | 94,319 | -17.5% | 0.47% | +41.6% |
LPX | New | LOUISIANA PAC CORP | $1,542,000 | – | 56,634 | +100.0% | 0.47% | – |
QQQ | New | INVESCO QQQ TRunit ser 1 | $1,532,000 | – | 8,926 | +100.0% | 0.46% | – |
MKSI | New | MKS INSTRUMENT INC | $1,518,000 | – | 15,864 | +100.0% | 0.46% | – |
ADP | Sell | AUTOMATIC DATA PROCESSING IN | $1,506,000 | -11.1% | 11,228 | -24.8% | 0.46% | +22.2% |
BBBY | Sell | BED BATH & BEYOND INC | $1,506,000 | -16.1% | 75,575 | -11.6% | 0.46% | +15.1% |
ORCL | Sell | ORACLE CORP | $1,497,000 | -21.3% | 33,979 | -18.3% | 0.46% | +8.1% |
CMP | Sell | COMPASS MINERALS INTL INC | $1,491,000 | -8.8% | 22,682 | -16.3% | 0.45% | +25.5% |
KO | Sell | COCA COLA CO | $1,483,000 | -36.0% | 33,819 | -36.6% | 0.45% | -12.1% |
IUSV | Sell | ISHARES TRcore s&p us vlu | $1,457,000 | -3.2% | 27,137 | -4.2% | 0.44% | +32.7% |
CLX | Sell | CLOROX CO DEL | $1,445,000 | -26.0% | 10,684 | -27.2% | 0.44% | +1.6% |
JNK | Sell | SPDR SERIES TRUSTbloomberg brclys | $1,444,000 | -25.4% | 40,706 | -24.6% | 0.44% | +2.3% |
BAC | Sell | BANK AMER CORP | $1,417,000 | -23.1% | 50,251 | -18.2% | 0.43% | +5.7% |
AAL | New | AMERICAN AIRLS GROUP INC | $1,389,000 | – | 36,591 | +100.0% | 0.42% | – |
GLD | Sell | SPDR GOLD TRUST | $1,386,000 | -25.5% | 11,681 | -21.0% | 0.42% | +2.4% |
STLD | Buy | STEEL DYNAMICS INC | $1,388,000 | +4.0% | 30,201 | +0.0% | 0.42% | +42.7% |
SAFM | Sell | SANDERSON FARMS INC | $1,379,000 | -25.7% | 13,112 | -16.0% | 0.42% | +2.2% |
XOM | Sell | EXXON MOBIL CORP | $1,370,000 | -54.5% | 16,565 | -59.0% | 0.42% | -37.5% |
PNC | Sell | PNC FINL SVCS GROUP INC | $1,366,000 | -13.7% | 10,115 | -3.4% | 0.42% | +18.6% |
NVDA | Sell | NVIDIA CORP | $1,343,000 | -2.5% | 5,667 | -4.7% | 0.41% | +34.2% |
VB | Sell | VANGUARD INDEX FDSsmall cp etf | $1,337,000 | -38.5% | 8,590 | -41.9% | 0.41% | -15.4% |
RLY | Sell | SSGA ACTIVE ETF TRmult ass rlrtn | $1,297,000 | -45.2% | 48,689 | -46.6% | 0.39% | -24.7% |
MCK | Sell | MCKESSON CORP | $1,274,000 | -21.1% | 9,550 | -16.7% | 0.39% | +8.4% |
EFA | Sell | ISHARES TRmsci eafe etf | $1,248,000 | -32.8% | 18,633 | -30.1% | 0.38% | -7.6% |
MMM | Sell | 3M CO | $1,238,000 | -42.8% | 6,296 | -36.1% | 0.38% | -21.3% |
PFE | Sell | PFIZER INC | $1,189,000 | -58.8% | 32,784 | -59.7% | 0.36% | -43.3% |
VO | Sell | VANGUARD INDEX FDSmid cap etf | $1,176,000 | -46.6% | 7,460 | -47.7% | 0.36% | -26.5% |
INTC | Sell | INTEL CORP | $1,141,000 | -23.8% | 22,944 | -20.2% | 0.35% | +4.5% |
AGG | Sell | ISHARES TRcore us aggbd et | $1,128,000 | -22.8% | 10,612 | -22.1% | 0.34% | +6.2% |
IWC | Sell | ISHARES TRmicro-cap etf | $1,096,000 | -18.8% | 10,378 | -26.1% | 0.33% | +11.7% |
SCZ | Sell | ISHARES TReafe sml cp etf | $1,098,000 | -31.8% | 17,507 | -29.1% | 0.33% | -6.5% |
CINF | Sell | CINCINNATI FINL CORP | $1,092,000 | -41.7% | 16,339 | -35.2% | 0.33% | -19.8% |
VXF | Sell | VANGUARD INDEX FDSextend mkt etf | $1,077,000 | -10.2% | 9,141 | -15.0% | 0.33% | +23.4% |
SPSM | Buy | SPDR SER TRportfolio sm etf | $1,065,000 | +105.6% | 32,998 | +90.8% | 0.32% | +183.3% |
VWOB | Sell | VANGUARD WHITEHALL FDS INCemerg mkt bd etf | $1,062,000 | -34.1% | 14,108 | -31.3% | 0.32% | -9.6% |
USRT | Buy | ISHARES TRcre u s reit etf | $1,019,000 | +132.6% | 20,742 | +113.5% | 0.31% | +218.6% |
EWJ | Sell | ISHARES INCmsci jpn etf new | $991,000 | -28.7% | 17,110 | -25.3% | 0.30% | -2.0% |
DVY | Sell | ISHARES TRselect divid etf | $987,000 | -20.5% | 10,099 | -22.6% | 0.30% | +9.5% |
QTEC | Sell | FIRST TR NASDAQ100 TECH INDE | $985,000 | -9.8% | 12,781 | -11.1% | 0.30% | +24.1% |
AFL | Sell | AFLAC INC | $978,000 | -37.9% | 22,726 | -36.8% | 0.30% | -14.7% |
WMT | Sell | WALMART INC | $971,000 | -40.5% | 11,337 | -38.1% | 0.30% | -18.1% |
PEP | Sell | PEPSICO INC | $956,000 | -67.1% | 8,785 | -67.0% | 0.29% | -54.8% |
VSS | Sell | VANGUARD INTL EQUITY INDEX Fftse smcap etf | $951,000 | -24.3% | 8,236 | -21.9% | 0.29% | +4.0% |
GE | Sell | GENERAL ELECTRIC CO | $910,000 | -62.3% | 66,885 | -62.6% | 0.28% | -48.2% |
VCSH | Sell | VANGUARD SCOTTSDALE FDSshrt trm corp bd | $901,000 | -14.1% | 11,532 | -13.8% | 0.27% | +18.1% |
AMJ | Sell | JPMORGAN CHASE & COalerian ml etn | $901,000 | -37.9% | 33,898 | -43.9% | 0.27% | -14.4% |
IWM | Sell | ISHARES TRrussell 2000 etf | $898,000 | -27.5% | 5,481 | -32.8% | 0.27% | -0.4% |
HDV | Sell | ISHARES TRcore high dv etf | $891,000 | -50.1% | 10,485 | -50.4% | 0.27% | -31.2% |
GOVT | Buy | ISHARES TRus treas bd etf | $874,000 | +2.6% | 35,488 | +2.8% | 0.26% | +41.0% |
FXG | Sell | FIRST TR EXCHANGE TRADED FDconsumr staple | $868,000 | -12.1% | 18,417 | -12.5% | 0.26% | +21.1% |
VZ | Sell | VERIZON COMMUNICATIONS INC | $859,000 | -30.4% | 17,079 | -33.8% | 0.26% | -4.4% |
SJNK | Sell | SPDR SER TRbloomberg srt tr | $850,000 | -34.4% | 31,131 | -34.3% | 0.26% | -9.8% |
IAGG | New | ISHARES TRcore intl aggr | $837,000 | – | 15,885 | +100.0% | 0.25% | – |
GNR | Sell | SPDR INDEX SHS FDSglb nat resrce | $837,000 | -18.2% | 16,705 | -21.0% | 0.25% | +12.4% |
X | Sell | UNITED STATES STL CORP NEW | $833,000 | -1.5% | 23,972 | -0.3% | 0.25% | +35.3% |
SHM | Buy | SPDR SER TRnuveen blmbrg sr | $808,000 | +4.9% | 16,837 | +4.6% | 0.24% | +44.1% |
ERUS | Sell | ISHARES INCmsci russia etf | $799,000 | -22.3% | 23,632 | -16.2% | 0.24% | +7.0% |
XLF | Sell | SELECT SECTOR SPDR TRsbi int-finl | $774,000 | -5.0% | 29,095 | -1.6% | 0.24% | +30.6% |
JPM | Sell | JPMORGAN CHASE & CO | $766,000 | -37.9% | 7,352 | -34.5% | 0.23% | -14.7% |
NS | Sell | NUSTAR ENERGY LP | $758,000 | -18.9% | 33,446 | -27.1% | 0.23% | +11.1% |
MDT | Sell | MEDTRONIC PLC | $751,000 | -6.7% | 8,774 | -12.6% | 0.23% | +28.1% |
SPYD | Buy | SPDR SER TRprtflo s&p500 hi | $734,000 | +122.4% | 19,686 | +113.1% | 0.22% | +205.5% |
FDT | Sell | FIRST TR EXCH TRD ALPHA FD Idev mrk ex us | $731,000 | -11.1% | 12,196 | -6.8% | 0.22% | +22.0% |
TDIV | Sell | FIRST TR EXCHANGE TRADED FDnasd tech div | $711,000 | -26.0% | 20,070 | -25.2% | 0.22% | +1.9% |
FXO | Sell | FIRST TR EXCHANGE TRADED FDfinls alphadex | $708,000 | -7.5% | 22,593 | -8.3% | 0.22% | +27.2% |
VTIP | Sell | VANGUARD MALVERN FDSstrm infproidx | $702,000 | -46.6% | 14,377 | -46.5% | 0.21% | -26.8% |
IVW | Sell | ISHARES TRs&p 500 grwt etf | $688,000 | -28.6% | 4,232 | -32.0% | 0.21% | -1.9% |
AMZN | Sell | AMAZON COM INC | $682,000 | -34.0% | 401 | -43.8% | 0.21% | -9.2% |
FXR | Sell | FIRST TR EXCHANGE TRADED FDindls prod dur | $680,000 | -20.2% | 17,396 | -19.1% | 0.21% | +9.6% |
IEUR | New | ISHARES TRcore msci euro | $650,000 | – | 13,653 | +100.0% | 0.20% | – |
EXC | Sell | EXELON CORP | $631,000 | -28.9% | 14,820 | -34.8% | 0.19% | -2.0% |
FXH | Sell | FIRST TR EXCHANGE TRADED FDhlth care alph | $627,000 | +1.3% | 8,451 | -5.2% | 0.19% | +38.7% |
SYY | Sell | SYSCO CORP | $622,000 | -43.2% | 9,110 | -50.1% | 0.19% | -21.9% |
LEG | Sell | LEGGETT & PLATT INC | $620,000 | -28.0% | 13,900 | -28.4% | 0.19% | -1.1% |
PDBC | New | INVESCO ACTIVELY MANAGD ETFoptimum yield | $617,000 | – | 33,407 | +100.0% | 0.19% | – |
FM | Sell | ISHARES INCmsci frntr100etf | $610,000 | -33.5% | 21,167 | -19.0% | 0.18% | -8.9% |
F | Sell | FORD MTR CO DEL | $606,000 | -4.9% | 54,708 | -4.8% | 0.18% | +30.5% |
NUE | Sell | NUCOR CORP | $604,000 | -33.3% | 9,662 | -34.9% | 0.18% | -8.5% |
PBP | New | INVESCO EXCHANGE TRADED FD Ts&p500 buy wrt | $601,000 | – | 27,804 | +100.0% | 0.18% | – |
VBR | Sell | VANGUARD INDEX FDSsm cp val etf | $593,000 | -0.8% | 4,368 | -5.4% | 0.18% | +36.4% |
EMB | Sell | ISHARES TRjpmorgan usd emg | $578,000 | -39.0% | 5,417 | -35.5% | 0.18% | -15.8% |
PSK | Sell | SPDR SERIES TRUSTwells fg pfd etf | $564,000 | -11.2% | 12,983 | -11.1% | 0.17% | +22.1% |
HYLS | Sell | FIRST TR EXCHANGE TRADED FDfirst tr ta hiyl | $556,000 | -14.1% | 11,797 | -13.2% | 0.17% | +18.2% |
BA | Sell | BOEING CO | $552,000 | -43.0% | 1,646 | -44.3% | 0.17% | -21.5% |
SDIV | Sell | GLOBAL X FDSglb x superdiv | $550,000 | -12.7% | 26,209 | -13.9% | 0.17% | +20.1% |
LOW | Sell | LOWES COS INC | $531,000 | -3.6% | 5,559 | -11.5% | 0.16% | +32.0% |
USO | Buy | UNITED STATES OIL FUND LPunits | $527,000 | +29.8% | 34,983 | +12.8% | 0.16% | +77.8% |
VYM | Sell | VANGUARD WHITEHALL FDS INChigh div yld | $524,000 | -27.2% | 6,315 | -27.7% | 0.16% | 0.0% |
HYMB | Buy | SPDR SERIES TRUSTnuv hghyld mun | $520,000 | +52.5% | 9,204 | +50.5% | 0.16% | +110.7% |
IJT | Sell | ISHARES TRs&p sml 600 gwt | $519,000 | 0.0% | 2,744 | -8.0% | 0.16% | +37.4% |
WM | Sell | WASTE MGMT INC DEL | $516,000 | -50.5% | 6,341 | -48.8% | 0.16% | -31.7% |
ISHG | Sell | ISHARES TR3yrtb etf | $514,000 | -47.8% | 6,247 | -45.0% | 0.16% | -28.1% |
TGT | Sell | TARGET CORP | $513,000 | -28.3% | 6,735 | -34.6% | 0.16% | -1.3% |
KNOW | Buy | DIREXION SHS ETF TRall cp insider | $510,000 | +50.0% | 12,322 | +48.1% | 0.16% | +106.7% |
REM | Buy | ISHARES TRmortge rel etf | $497,000 | +9.7% | 11,437 | +7.3% | 0.15% | +51.0% |
FEX | Buy | FIRST TR LRGE CP CORE ALPHA | $497,000 | +1.4% | 8,383 | +0.0% | 0.15% | +39.8% |
KMB | Sell | KIMBERLY CLARK CORP | $485,000 | -46.6% | 4,600 | -44.2% | 0.15% | -26.9% |
KBWY | New | INVESCO EXCHNG TRADED FD TRkbw prem yield | $471,000 | – | 13,189 | +100.0% | 0.14% | – |
FDL | FIRST TR MORNINGSTAR DIV LEA | $458,000 | +1.3% | 16,026 | 0.0% | 0.14% | +39.0% | |
UUP | New | INVESCO DB US DLR INDEX TRbullish fd | $459,000 | – | 18,414 | +100.0% | 0.14% | – |
KBWD | New | INVESCO EXCHNG TRADED FD TRkbw hig dv yld | $457,000 | – | 19,824 | +100.0% | 0.14% | – |
FXY | New | INVESCO CURNCYSHS JAPANESE Yjapanese yen | $455,000 | – | 5,260 | +100.0% | 0.14% | – |
FXD | Sell | FIRST TR EXCHANGE TRADED FDconsumr discre | $443,000 | +0.9% | 10,445 | -2.5% | 0.14% | +39.2% |
CSCO | Sell | CISCO SYS INC | $446,000 | -32.1% | 10,372 | -32.3% | 0.14% | -6.9% |
PGF | New | INVESCO EXCHANGE TRADED FD Tfinl pfd etf | $442,000 | – | 23,942 | +100.0% | 0.13% | – |
GOOGL | Sell | ALPHABET INCcap stk cl a | $438,000 | -23.0% | 388 | -29.3% | 0.13% | +5.6% |
FB | Sell | FACEBOOK INCcl a | $439,000 | +5.0% | 2,259 | -13.6% | 0.13% | +44.6% |
XLE | Sell | SELECT SECTOR SPDR TRenergy | $436,000 | -34.9% | 5,743 | -42.3% | 0.13% | -10.8% |
TIP | Sell | ISHARES TRtips bd etf | $433,000 | -56.4% | 3,840 | -56.3% | 0.13% | -40.5% |
IVE | Sell | ISHARES TRs&p 500 val etf | $419,000 | -29.9% | 3,805 | -30.4% | 0.13% | -3.8% |
IYW | Sell | ISHARES TRu.s. tech etf | $419,000 | -21.5% | 2,350 | -26.0% | 0.13% | +7.6% |
PGX | New | INVESCO EXCHNG TRADED FD TRpfd etf | $408,000 | – | 27,988 | +100.0% | 0.12% | – |
FDX | Sell | FEDEX CORP | $408,000 | -21.2% | 1,796 | -16.7% | 0.12% | +8.8% |
RTN | Sell | RAYTHEON CO | $403,000 | -19.6% | 2,088 | -10.1% | 0.12% | +9.9% |
VNQI | Sell | VANGUARD INTL EQUITY INDEX Fglb ex us etf | $391,000 | -22.9% | 6,726 | -19.2% | 0.12% | +6.2% |
ETR | Sell | ENTERGY CORP NEW | $384,000 | -42.4% | 4,748 | -44.0% | 0.12% | -20.4% |
IJS | Sell | ISHARES TRsp smcp600vl etf | $379,000 | -9.3% | 2,319 | -16.3% | 0.12% | +25.0% |
XLK | Sell | SELECT SECTOR SPDR TRtechnology | $378,000 | -23.0% | 5,440 | -27.5% | 0.12% | +5.5% |
HD | Sell | HOME DEPOT INC | $369,000 | -47.4% | 1,890 | -52.0% | 0.11% | -27.7% |
MORT | Sell | VANECK VECTORS ETF TR | $367,000 | -4.2% | 15,398 | -7.6% | 0.11% | +30.6% |
XLV | Sell | SELECT SECTOR SPDR TRsbi healthcare | $362,000 | -1.9% | 4,340 | -4.2% | 0.11% | +34.1% |
BNDX | Sell | VANGUARD CHARLOTTE FDSintl bd idx etf | $363,000 | -33.0% | 6,642 | -32.9% | 0.11% | -8.3% |
IYR | Sell | ISHARES TRu.s. real es etf | $356,000 | -13.0% | 4,413 | -18.7% | 0.11% | +20.0% |
ALTY | Buy | GLOBAL X FDSsuper div altr | $354,000 | +33.6% | 23,836 | +30.3% | 0.11% | +81.4% |
VXUS | Buy | VANGUARD STAR FDvg tl intl stk f | $348,000 | -4.4% | 6,439 | +0.2% | 0.11% | +32.5% |
FXN | Sell | FIRST TR EXCHANGE TRADED FDenergy alphadx | $346,000 | +12.0% | 20,483 | -4.6% | 0.10% | +54.4% |
HBAN | Sell | HUNTINGTON BANCSHARES INC | $343,000 | -2.6% | 23,261 | -0.3% | 0.10% | +33.3% |
EMLP | Sell | FIRST TR EXCHANGE TRADED FDno amer energy | $333,000 | -4.0% | 14,350 | -9.5% | 0.10% | +31.2% |
FXU | Sell | FIRST TR EXCHANGE TRADED FDutilities alph | $329,000 | -27.7% | 12,550 | -30.0% | 0.10% | -1.0% |
FTXO | Sell | FIRST TR EXCHANGE TRADED FDnasdaq bk etf | $328,000 | -26.6% | 11,520 | -23.9% | 0.10% | +1.0% |
HCP | Sell | HCP INC | $328,000 | -34.1% | 12,698 | -40.8% | 0.10% | -9.1% |
BRKB | Sell | BERKSHIRE HATHAWAY INC DELcl b new | $320,000 | -89.3% | 1,715 | -88.6% | 0.10% | -85.3% |
C | Sell | CITIGROUP INC | $319,000 | -22.0% | 4,770 | -21.3% | 0.10% | +7.8% |
AMGN | Sell | AMGEN INC | $319,000 | -3.6% | 1,728 | -11.1% | 0.10% | +32.9% |
PCEF | New | INVESCO EXCHNG TRADED FD TR | $319,000 | – | 13,990 | +100.0% | 0.10% | – |
GOOG | Sell | ALPHABET INCcap stk cl c | $320,000 | -87.3% | 287 | -88.3% | 0.10% | -82.6% |
IYJ | Sell | ISHARES TRus industrials | $319,000 | -55.5% | 2,218 | -55.1% | 0.10% | -38.6% |
YYY | Buy | EXCHANGE TRADED CONCEPTS TR | $316,000 | +40.4% | 17,384 | +42.0% | 0.10% | +92.0% |
VMBS | Sell | VANGUARD SCOTTSDALE FDSmortg-back sec | $314,000 | -44.9% | 6,111 | -44.7% | 0.10% | -24.6% |
SO | Sell | SOUTHERN CO | $309,000 | -28.0% | 6,683 | -30.5% | 0.09% | -1.1% |
DBC | New | INVESCO DB COMMDY INDX TRCKunit | $309,000 | – | 17,501 | +100.0% | 0.09% | – |
BP | Sell | BP PLCsponsored adr | $303,000 | +11.4% | 6,640 | -0.9% | 0.09% | +53.3% |
MMP | Sell | MAGELLAN MIDSTREAM PRTNRS LP | $302,000 | -7.1% | 4,368 | -21.7% | 0.09% | +27.8% |
GSBD | Sell | GOLDMAN SACHS BDC INC | $300,000 | -35.3% | 14,650 | -39.6% | 0.09% | -11.7% |
UAA | Sell | UNDER ARMOUR INCcl a | $296,000 | +34.5% | 13,184 | -2.0% | 0.09% | +83.7% |
IEV | New | ISHARES TReurope etf | $294,000 | – | 6,565 | +100.0% | 0.09% | – |
IYH | Sell | ISHARES TRus hlthcare etf | $282,000 | -9.0% | 1,582 | -12.0% | 0.09% | +24.6% |
OEF | Sell | ISHARES TRs&p 100 etf | $279,000 | -6.7% | 2,332 | -9.4% | 0.08% | +28.8% |
GM | Sell | GENERAL MTRS CO | $275,000 | -9.2% | 6,982 | -16.4% | 0.08% | +25.4% |
FTCS | Sell | FIRST TR EXCHANGE TRADED FDcap strength etf | $276,000 | -26.6% | 5,402 | -27.4% | 0.08% | +1.2% |
FXL | Sell | FIRST TR EXCHANGE TRADED FDtech alphadex | $272,000 | -12.5% | 4,826 | -14.6% | 0.08% | +20.3% |
FEM | Sell | FIRST TR EXCH TRD ALPHA FD Iemerg mkt alph | $274,000 | -19.2% | 10,579 | -8.5% | 0.08% | +10.7% |
BABA | Sell | ALIBABA GROUP HLDG LTDsponsored ads | $262,000 | -58.6% | 1,413 | -59.1% | 0.08% | -42.9% |
MAIN | Sell | MAIN STREET CAPITAL CORP | $264,000 | +0.8% | 6,925 | -2.4% | 0.08% | +37.9% |
DEM | Sell | WISDOMTREE TRemer mkt high fd | $265,000 | -46.1% | 6,173 | -40.0% | 0.08% | -26.6% |
IJK | Sell | ISHARES TRs&p mc 400gr etf | $260,000 | -5.8% | 1,156 | -8.6% | 0.08% | +29.5% |
FMB | Sell | FIRST TR EXCHANG TRADED FD Imanagd mun etf | $259,000 | -16.7% | 4,918 | -16.8% | 0.08% | +14.5% |
SCHV | Sell | SCHWAB STRATEGIC TRus lcap va etf | $256,000 | -9.9% | 4,818 | -10.4% | 0.08% | +23.8% |
FREL | Sell | FIDELITYmsci rl est etf | $255,000 | -26.3% | 10,401 | -31.3% | 0.08% | +1.3% |
NKE | Sell | NIKE INCcl b | $251,000 | -17.4% | 3,153 | -31.0% | 0.08% | +13.4% |
EWX | Sell | SPDR INDEX SHS FDSs&p emktsc etf | $249,000 | -31.6% | 5,243 | -24.5% | 0.08% | -5.0% |
IYF | Sell | ISHARES TRu.s. finls etf | $242,000 | -6.9% | 2,065 | -6.4% | 0.07% | +28.1% |
LYB | New | LYONDELLBASELL INDUSTRIES N | $236,000 | – | 2,149 | +100.0% | 0.07% | – |
ABT | Sell | ABBOTT LABS | $238,000 | -41.2% | 3,897 | -42.4% | 0.07% | -20.0% |
KMI | Sell | KINDER MORGAN INC DEL | $230,000 | -25.8% | 13,034 | -36.6% | 0.07% | +1.4% |
MRK | Sell | MERCK & CO INC | $230,000 | -47.1% | 3,791 | -52.5% | 0.07% | -27.1% |
DWX | Sell | SPDR INDEX SHS FDSs&p intl etf | $227,000 | -9.2% | 5,927 | -5.0% | 0.07% | +25.5% |
DBEF | Sell | DBX ETF TRxtrack msci eafe | $213,000 | -9.7% | 6,790 | -11.6% | 0.06% | +25.0% |
BDCS | Sell | UBS AG JERSEY BRHetrac wells bdci | $209,000 | -3.7% | 10,310 | -6.1% | 0.06% | +31.2% |
LMBS | New | FIRST TR EXCHANGE TRADED FDfst low oppt eft | $207,000 | – | 4,053 | +100.0% | 0.06% | – |
NFLX | New | NETFLIX INC | $208,000 | – | 532 | +100.0% | 0.06% | – |
CRTO | Sell | CRITEO S Aspons ads | $209,000 | -7.1% | 6,372 | -26.8% | 0.06% | +26.0% |
PHDG | New | INVESCO ACTIVELY MANAGD ETFs&p500 downsid | $209,000 | – | 7,466 | +100.0% | 0.06% | – |
DTE | Sell | DTE ENERGY CO | $203,000 | -9.0% | 1,955 | -8.6% | 0.06% | +26.5% |
IWD | Sell | ISHARES TRrus 1000 val etf | $204,000 | -36.2% | 1,684 | -36.9% | 0.06% | -12.7% |
ETW | Sell | EATON VANCE TXMGD GL BUYWR O | $204,000 | -1.9% | 17,250 | -4.0% | 0.06% | +34.8% |
STZ | Buy | CONSTELLATION BRANDS INCcl a | $203,000 | -3.8% | 926 | +0.1% | 0.06% | +31.9% |
CCJ | Sell | CAMECO CORP | $199,000 | -7.9% | 17,720 | -25.4% | 0.06% | +25.0% |
PSEC | Sell | PROSPECT CAPITAL CORPORATION | $167,000 | -18.9% | 24,867 | -20.9% | 0.05% | +10.9% |
AMLP | Sell | ALPS ETF TRalerian mlp | $144,000 | -20.4% | 14,219 | -26.5% | 0.04% | +10.0% |
KT | Sell | KT CORPsponsored adr | $139,000 | -26.1% | 10,450 | -24.0% | 0.04% | 0.0% |
HBM | New | HUDBAY MINERALS INC | $139,000 | – | 24,749 | +100.0% | 0.04% | – |
SIRI | Buy | SIRIUS XM HLDGS INC | $133,000 | +8.1% | 19,661 | +0.0% | 0.04% | +48.1% |
CZZ | New | COSAN LTD | $126,000 | – | 16,476 | +100.0% | 0.04% | – |
LPL | New | LG DISPLAY CO LTDspons adr rep | $123,000 | – | 14,883 | +100.0% | 0.04% | – |
ABEV | Sell | AMBEV SAsponsored adr | $117,000 | -50.4% | 25,246 | -22.2% | 0.04% | -30.8% |
CLF | New | CLEVELAND CLIFFS INC | $90,000 | – | 10,700 | +100.0% | 0.03% | – |
AKS | Sell | AK STL HLDG CORP | $64,000 | -45.8% | 14,750 | -43.4% | 0.02% | -26.9% |
NMM | Exit | NAVIOS MARITIME PARTNERS L Punit lpi | $0 | – | -10,446 | -100.0% | -0.00% | – |
FVE | Exit | FIVE STAR SENIOR LIVING INC | $0 | – | -22,153 | -100.0% | -0.01% | – |
MBTF | Exit | MBT FINL CORP | $0 | – | -17,048 | -100.0% | -0.04% | – |
MCEF | Exit | FIRST TR EXCHNG TRADED FD VImun cef in opt | $0 | – | -10,400 | -100.0% | -0.04% | – |
GCEC | Exit | GS FIN CORPetn claymore37 | $0 | – | -12,929 | -100.0% | -0.04% | – |
LUV | Exit | SOUTHWEST AIRLS CO | $0 | – | -3,501 | -100.0% | -0.04% | – |
MCHI | Exit | ISHARES TRmsci china etf | $0 | – | -2,924 | -100.0% | -0.04% | – |
LMT | Exit | LOCKHEED MARTIN CORP | $0 | – | -605 | -100.0% | -0.04% | – |
CATM | Exit | CARDTRONICS PLC | $0 | – | -9,077 | -100.0% | -0.04% | – |
GILD | Exit | GILEAD SCIENCES INC | $0 | – | -2,719 | -100.0% | -0.04% | – |
HYG | Exit | ISHARES TRiboxx hi yd etf | $0 | – | -2,402 | -100.0% | -0.05% | – |
BND | Exit | VANGUARD BD INDEX FD INCtotal bnd mrkt | $0 | – | -2,601 | -100.0% | -0.05% | – |
XLI | Exit | SELECT SECTOR SPDR TRsbi int-inds | $0 | – | -2,797 | -100.0% | -0.05% | – |
NQP | Exit | NUVEEN PENNSYLVANIA QLT MUN | $0 | – | -16,646 | -100.0% | -0.05% | – |
SHPG | Exit | SHIRE PLCsponsored adr | $0 | – | -1,419 | -100.0% | -0.05% | – |
MDY | Exit | SPDR S&P MIDCAP 400 ETF TRutser1 s&pdcrp | $0 | – | -618 | -100.0% | -0.05% | – |
CLB | Exit | CORE LABORATORIES N V | $0 | – | -1,950 | -100.0% | -0.05% | – |
SWK | Exit | STANLEY BLACK & DECKER INC | $0 | – | -1,385 | -100.0% | -0.05% | – |
CHA | Exit | CHINA TELECOM CORP LTD | $0 | – | -4,854 | -100.0% | -0.05% | – |
BKLN | Exit | POWERSHARES ETF TRUST IIsenior ln port | $0 | – | -9,425 | -100.0% | -0.05% | – |
OASI | Exit | FQF TRo shares asia | $0 | – | -7,221 | -100.0% | -0.05% | – |
ADNT | Exit | ADIENT PLC | $0 | – | -3,614 | -100.0% | -0.05% | – |
WELL | Exit | WELLTOWER INC | $0 | – | -4,022 | -100.0% | -0.05% | – |
IWV | Exit | ISHARES TRrussell 3000 etf | $0 | – | -1,388 | -100.0% | -0.05% | – |
VV | Exit | VANGUARD INDEX FDSlarge cap etf | $0 | – | -1,785 | -100.0% | -0.05% | – |
HON | Exit | HONEYWELL INTL INC | $0 | – | -1,546 | -100.0% | -0.05% | – |
NZF | Exit | NUVEEN MUNICIPAL CREDIT INC | $0 | – | -15,565 | -100.0% | -0.05% | – |
INFO | Exit | IHS MARKIT LTD | $0 | – | -4,598 | -100.0% | -0.05% | – |
TFI | Exit | SPDR SER TRnuveen brc munic | $0 | – | -4,600 | -100.0% | -0.05% | – |
SNY | Exit | SANOFIsponsored adr | $0 | – | -5,697 | -100.0% | -0.05% | – |
BMY | Exit | BRISTOL MYERS SQUIBB CO | $0 | – | -3,549 | -100.0% | -0.05% | – |
VGSH | Exit | VANGUARD SCOTTSDALE FDSshort term treas | $0 | – | -3,740 | -100.0% | -0.05% | – |
BIDU | Exit | BAIDU INCspon adr rep a | $0 | – | -1,031 | -100.0% | -0.05% | – |
FLN | Exit | FIRST TR EXCH TRD ALPHA FD Ilatin amer alp | $0 | – | -10,458 | -100.0% | -0.05% | – |
TSI | Exit | TCW STRATEGIC INCOME FUND IN | $0 | – | -41,234 | -100.0% | -0.05% | – |
SDY | Exit | SPDR SERIES TRUSTs&p divid etf | $0 | – | -2,511 | -100.0% | -0.05% | – |
LLY | Exit | LILLY ELI & CO | $0 | – | -3,062 | -100.0% | -0.05% | – |
IWB | Exit | ISHARES TRrus 1000 etf | $0 | – | -1,597 | -100.0% | -0.05% | – |
LAZ | Exit | LAZARD LTD | $0 | – | -4,454 | -100.0% | -0.05% | – |
CAT | Exit | CATERPILLAR INC DEL | $0 | – | -1,628 | -100.0% | -0.05% | – |
MS | Exit | MORGAN STANLEY | $0 | – | -4,478 | -100.0% | -0.05% | – |
EWM | Exit | ISHARES INCmsci mly etf new | $0 | – | -6,664 | -100.0% | -0.05% | – |
PSP | Exit | POWERSHARES ETF TRUSTgbl lstd pvt eqt | $0 | – | -20,082 | -100.0% | -0.05% | – |
UL | Exit | UNILEVER PLCspon adr new | $0 | – | -4,295 | -100.0% | -0.05% | – |
DEO | Exit | DIAGEO P L Cspon adr new | $0 | – | -1,900 | -100.0% | -0.06% | – |
QCOM | Exit | QUALCOMM INC | $0 | – | -4,768 | -100.0% | -0.06% | – |
GMF | Exit | SPDR INDEX SHS FDSasia pacif etf | $0 | – | -2,492 | -100.0% | -0.06% | – |
TD | Exit | TORONTO DOMINION BK ONT | $0 | – | -4,653 | -100.0% | -0.06% | – |
IAT | Exit | ISHARES TRus regnl bks etf | $0 | – | -5,367 | -100.0% | -0.06% | – |
NVS | Exit | NOVARTIS A Gsponsored adr | $0 | – | -3,419 | -100.0% | -0.06% | – |
VFH | Exit | VANGUARD WORLD FDSfinancials etf | $0 | – | -3,979 | -100.0% | -0.06% | – |
IWO | Exit | ISHARES TRrus 2000 grw etf | $0 | – | -1,481 | -100.0% | -0.06% | – |
MELI | Exit | MERCADOLIBRE INC | $0 | – | -785 | -100.0% | -0.06% | – |
ETN | Exit | EATON CORP PLC | $0 | – | -3,558 | -100.0% | -0.06% | – |
PDI | Exit | PIMCO DYNAMIC INCOME FD | $0 | – | -9,539 | -100.0% | -0.06% | – |
IEMG | Exit | ISHARES INCcore msci emkt | $0 | – | -5,033 | -100.0% | -0.06% | – |
FCAU | Exit | FIAT CHRYSLER AUTOMOBILES N | $0 | – | -14,233 | -100.0% | -0.06% | – |
UNH | Exit | UNITEDHEALTH GROUP INC | $0 | – | -1,398 | -100.0% | -0.07% | – |
MT | Exit | ARCELORMITTAL SA LUXEMBOURGny registry sh | $0 | – | -9,348 | -100.0% | -0.07% | – |
V | Exit | VISA INC | $0 | – | -2,516 | -100.0% | -0.07% | – |
FCEF | Exit | FIRST TR EXCHNG TRADED FD VIcef incm oppty | $0 | – | -14,325 | -100.0% | -0.07% | – |
DE | Exit | DEERE & CO | $0 | – | -2,102 | -100.0% | -0.07% | – |
VOOV | Exit | VANGUARD ADMIRAL FDS INC500 val idx fd | $0 | – | -3,260 | -100.0% | -0.08% | – |
JXI | Exit | ISHARES TRglob utilits etf | $0 | – | -7,147 | -100.0% | -0.08% | – |
QID | Exit | PROSHARES TRultshrt qqq | $0 | – | -30,607 | -100.0% | -0.08% | – |
PM | Exit | PHILIP MORRIS INTL INC | $0 | – | -3,784 | -100.0% | -0.08% | – |
GGG | Exit | GRACO INC | $0 | – | -8,634 | -100.0% | -0.09% | – |
SPHD | Exit | POWERSHARES ETF TR II | $0 | – | -10,524 | -100.0% | -0.09% | – |
PGX | Exit | POWERSHARES ETF TR IIpfd portfolio | $0 | – | -30,441 | -100.0% | -0.10% | – |
ILF | Exit | ISHARES TRlatn amer 40 etf | $0 | – | -11,950 | -100.0% | -0.10% | – |
FXY | Exit | CURRENCYSHS JAPANESE YEN TRjapanese yen | $0 | – | -5,073 | -100.0% | -0.10% | – |
KBWD | Exit | POWERSHARES ETF TRUST IIkbw hg yld fin | $0 | – | -20,051 | -100.0% | -0.10% | – |
PGF | Exit | POWERSHARES ETF TRUSTfinl pfd ptfl | $0 | – | -26,950 | -100.0% | -0.11% | – |
KBWY | Exit | POWERSHARES ETF TRUST IIkbw yield reit | $0 | – | -16,312 | -100.0% | -0.11% | – |
OUSA | Exit | FQF TRoshars ftse us | $0 | – | -16,880 | -100.0% | -0.11% | – |
CVRR | Exit | CVR REFNG LP | $0 | – | -40,645 | -100.0% | -0.12% | – |
PBP | Exit | POWERSHARES GLOBAL ETF FDs&p 500 buywrt | $0 | – | -32,137 | -100.0% | -0.15% | – |
DYLS | Exit | WISDOMTREE TRdynamic lng eq | $0 | – | -22,745 | -100.0% | -0.16% | – |
FXE | Exit | CURRENCYSHARES EURO TR | $0 | – | -7,086 | -100.0% | -0.18% | – |
COST | Exit | COSTCO WHSL CORP NEW | $0 | – | -7,284 | -100.0% | -0.30% | – |
D | Exit | DOMINION ENERGY INC | $0 | – | -23,984 | -100.0% | -0.36% | – |
CERN | Exit | CERNER CORP | $0 | – | -30,777 | -100.0% | -0.39% | – |
QQQ | Exit | POWERSHARES QQQ TRUSTunit ser 1 | $0 | – | -12,647 | -100.0% | -0.45% | – |
BLK | Exit | BLACKROCK INC | $0 | – | -4,604 | -100.0% | -0.55% | – |
Original filings
The following EDGAR filing(s) were analyzed to create this report:
- View 13F-HR filed 2018-08-10
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 | 2024-02-14 |
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 |
13F-HR | 2021-11-05 |
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.