$491 Million is the total value of Regal Investment Advisors LLC's 355 reported holdings in Q1 2019. The portfolio turnover from Q4 2018 to Q1 2019 was 27.8% .
| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| VEA | Sell | VANGUARD TAX MANAGED INTLftse dev mkt etf | $8,783,000 | +4.3% | 214,899 | -5.3% | 1.79% | -3.2% |
| MSFT | Sell | MICROSOFT CORP | $8,131,000 | +13.8% | 68,944 | -2.0% | 1.65% | +5.6% |
| VUG | Sell | VANGUARD INDEX FDSgrowth etf | $6,286,000 | +12.5% | 40,187 | -3.4% | 1.28% | +4.4% |
| IJR | Sell | ISHARES TRcore s&p scp etf | $5,639,000 | +9.7% | 73,085 | -1.4% | 1.15% | +1.8% |
| MCD | Sell | MCDONALDS CORP | $4,854,000 | -0.9% | 25,561 | -7.3% | 0.99% | -8.0% |
| DWDP | Sell | DOWDUPONT INC | $3,686,000 | -3.6% | 69,150 | -3.2% | 0.75% | -10.5% |
| INTC | Sell | INTEL CORP | $3,652,000 | +14.2% | 68,007 | -0.2% | 0.74% | +5.8% |
| FLOT | Sell | ISHARES TRfltg rate nt etf | $3,603,000 | -4.8% | 70,774 | -5.8% | 0.73% | -11.7% |
| LZB | Sell | LA Z BOY INC | $3,555,000 | +10.4% | 107,751 | -7.3% | 0.72% | +2.4% |
| XOM | Sell | EXXON MOBIL CORP | $3,276,000 | +17.8% | 40,543 | -0.5% | 0.67% | +9.4% |
| MO | Sell | ALTRIA GROUP INC | $2,978,000 | -0.2% | 51,863 | -14.2% | 0.60% | -7.5% |
| AZO | Sell | AUTOZONE INC | $2,750,000 | +16.2% | 2,685 | -4.9% | 0.56% | +7.9% |
| VOT | Sell | VANGUARD INDEX FDSmcap gr idxvip | $2,705,000 | +15.6% | 18,947 | -3.0% | 0.55% | +7.4% |
| AGG | Sell | ISHARES TRcore us aggbd et | $2,558,000 | -10.2% | 23,451 | -12.3% | 0.52% | -16.7% |
| VOE | Sell | VANGUARD INDEX FDSmcap vl idxvip | $2,545,000 | +11.6% | 23,592 | -1.4% | 0.52% | +3.4% |
| FB | Sell | FACEBOOK INCcl a | $2,460,000 | +18.5% | 14,758 | -6.8% | 0.50% | +9.9% |
| UTX | Sell | UNITED TECHNOLOGIES CORP | $2,388,000 | +18.2% | 18,525 | -2.4% | 0.48% | +9.5% |
| CRM | Sell | SALESFORCE COM INC | $2,373,000 | +15.3% | 14,983 | -0.3% | 0.48% | +6.9% |
| MCHP | Sell | MICROCHIP TECHNOLOGY INC | $2,256,000 | +12.7% | 27,191 | -2.3% | 0.46% | +4.8% |
| VB | Sell | VANGUARD INDEX FDSsmall cp etf | $2,256,000 | +4.1% | 14,764 | -10.1% | 0.46% | -3.4% |
| VO | Sell | VANGUARD INDEX FDSmid cap etf | $2,240,000 | +5.0% | 13,934 | -9.8% | 0.46% | -2.8% |
| IEFA | Sell | ISHARES TRcore msci eafe | $2,143,000 | +5.1% | 35,258 | -4.9% | 0.44% | -2.5% |
| VTI | Sell | VANGUARD INDEX FDStotal stk mkt | $2,052,000 | -18.5% | 14,182 | -28.1% | 0.42% | -24.5% |
| USMV | Sell | ISHARES TRmin vol usa etf | $2,030,000 | +8.5% | 34,516 | -3.3% | 0.41% | +0.7% |
| UTHR | Sell | UNITED THERAPEUTICS CORP D | $2,019,000 | +7.3% | 17,200 | -0.5% | 0.41% | -0.5% |
| CINF | Sell | CINCINNATI FINL CORP | $1,823,000 | +9.4% | 21,221 | -1.4% | 0.37% | +1.6% |
| INVA | Sell | INNOVIVA INC | $1,746,000 | -23.3% | 124,458 | -4.6% | 0.36% | -28.9% |
| COP | Sell | CONOCOPHILLIPS | $1,728,000 | +5.0% | 25,894 | -1.9% | 0.35% | -2.8% |
| SCZ | Sell | ISHARES TReafe sml cp etf | $1,383,000 | +9.0% | 24,072 | -1.7% | 0.28% | +1.1% |
| SJNK | Sell | SPDR SER TRbloomberg srt tr | $1,267,000 | -3.7% | 46,490 | -8.0% | 0.26% | -10.4% |
| BAC | Sell | BANK AMER CORP | $1,230,000 | +7.4% | 44,590 | -4.1% | 0.25% | -0.4% |
| PNC | Sell | PNC FINL SVCS GROUP INC | $1,121,000 | -0.1% | 9,136 | -4.8% | 0.23% | -7.3% |
| VTIP | Sell | VANGUARD MALVERN FDSstrm infproidx | $1,048,000 | -0.6% | 21,535 | -2.1% | 0.21% | -7.8% |
| SPYD | Sell | SPDR SER TRprtflo s&p500 hi | $1,002,000 | +4.9% | 26,485 | -5.5% | 0.20% | -2.4% |
| UUP | Sell | INVESCO DB US DLR INDEX TRbullish fd | $921,000 | -13.8% | 35,365 | -15.7% | 0.19% | -20.1% |
| SHM | Sell | SPDR SER TRnuveen blmbrg sr | $906,000 | -3.0% | 18,695 | -3.8% | 0.18% | -10.2% |
| NS | Sell | NUSTAR ENERGY LP | $896,000 | +22.6% | 33,326 | -4.5% | 0.18% | +13.8% |
| CSCO | Sell | CISCO SYS INC | $873,000 | +18.5% | 16,169 | -5.0% | 0.18% | +9.9% |
| DVY | Sell | ISHARES TRselect divid etf | $867,000 | -2.1% | 8,827 | -11.0% | 0.18% | -9.3% |
| FXG | Sell | FIRST TR EXCHANGE TRADED Fconsumr staple | $846,000 | +5.8% | 18,464 | -2.6% | 0.17% | -1.7% |
| PBP | Sell | INVESCO EXCHANGE TRADED FDs&p500 buy wrt | $824,000 | +5.4% | 39,193 | -1.1% | 0.17% | -1.8% |
| TDIV | Sell | FIRST TR EXCHANGE TRADED Fnasd tech div | $810,000 | +12.8% | 21,148 | -2.3% | 0.16% | +5.1% |
| BNDX | Sell | VANGUARD CHARLOTTE FDSintl bd idx etf | $801,000 | -12.1% | 14,354 | -14.5% | 0.16% | -18.5% |
| PSK | Sell | SPDR SERIES TRUSTwells fg pfd etf | $763,000 | +4.7% | 17,885 | -2.9% | 0.16% | -3.1% |
| NUE | Sell | NUCOR CORP | $754,000 | +9.1% | 12,928 | -3.0% | 0.15% | +1.3% |
| KNOW | Sell | DIREXION SHS ETF TRall cp insider | $742,000 | +12.8% | 19,290 | -1.3% | 0.15% | +4.9% |
| GE | Sell | GENERAL ELECTRIC CO | $723,000 | -2.2% | 72,363 | -25.9% | 0.15% | -9.3% |
| MRK | Sell | MERCK & CO INC | $718,000 | -10.8% | 8,628 | -18.1% | 0.15% | -17.0% |
| FXO | Sell | FIRST TR EXCHANGE TRADED Ffinls alphadex | $711,000 | +10.1% | 23,489 | -1.7% | 0.14% | +2.1% |
| ISHG | Sell | ISHARES TR3yrtb etf | $705,000 | -1.8% | 8,934 | -0.8% | 0.14% | -8.9% |
| SDIV | Sell | GLOBAL X FDSglb x superdiv | $686,000 | +6.0% | 37,687 | -0.3% | 0.14% | -2.1% |
| REM | Sell | ISHARES TRmortge rel etf | $679,000 | +8.1% | 15,677 | -0.3% | 0.14% | 0.0% |
| FDT | Sell | FIRST TR EXCH TRD ALPHA FDdev mrk ex us | $662,000 | +8.7% | 12,171 | -2.0% | 0.14% | +1.5% |
| FXR | Sell | FIRST TR EXCHANGE TRADED Findls prod dur | $653,000 | -2.2% | 16,357 | -16.5% | 0.13% | -8.9% |
| RYH | Sell | INVESCO EXCHANGE TRADED FDs&p500 eql hlt | $646,000 | -28.7% | 3,275 | -35.8% | 0.13% | -33.8% |
| VBR | Sell | VANGUARD INDEX FDSsm cp val etf | $644,000 | +8.6% | 5,005 | -3.7% | 0.13% | +0.8% |
| PGX | Sell | INVESCO EXCHNG TRADED FD Tpfd etf | $638,000 | +6.3% | 43,966 | -1.3% | 0.13% | -0.8% |
| PGF | Sell | INVESCO EXCHANGE TRADED FDfinl pfd etf | $630,000 | +3.1% | 34,480 | -2.0% | 0.13% | -4.5% |
| HD | Sell | HOME DEPOT INC | $628,000 | -14.2% | 3,270 | -23.3% | 0.13% | -20.0% |
| LOW | Sell | LOWES COS INC | $607,000 | +9.6% | 5,544 | -7.6% | 0.12% | +1.7% |
| SHY | Sell | ISHARES TR1 3 yr treas bd | $529,000 | -28.3% | 6,287 | -28.7% | 0.11% | -33.3% |
| EFA | Sell | ISHARES TRmsci eafe etf | $518,000 | -55.7% | 7,982 | -59.8% | 0.10% | -59.0% |
| YYY | Sell | EXCHANGE TRADED CONCEPTS T | $510,000 | +9.7% | 28,901 | -0.3% | 0.10% | +2.0% |
| HCP | Sell | HCP INC | $510,000 | +9.9% | 16,300 | -1.8% | 0.10% | +2.0% |
| F | Sell | FORD MTR CO DEL | $499,000 | -19.1% | 56,878 | -29.5% | 0.10% | -25.2% |
| SPMD | Sell | SPDR SERIES TRUSTportfolio md etf | $484,000 | -3.8% | 14,524 | -15.1% | 0.10% | -10.9% |
| IJT | Sell | ISHARES TRs&p sml 600 gwt | $467,000 | -9.8% | 2,615 | -18.5% | 0.10% | -15.9% |
| VMBS | Sell | VANGUARD SCOTTSDALE FDSmortg-back sec | $461,000 | 0.0% | 8,806 | -1.7% | 0.09% | -6.9% |
| BRKB | Sell | BERKSHIRE HATHAWAY INC DELcl b new | $443,000 | -38.7% | 2,207 | -37.7% | 0.09% | -43.0% |
| SPSM | Sell | SPDR SER TRportfolio sm etf | $441,000 | -32.4% | 14,592 | -41.0% | 0.09% | -37.1% |
| IAGG | Sell | ISHARES TRcore intl aggr | $439,000 | -6.4% | 8,206 | -8.6% | 0.09% | -13.6% |
| FEX | Sell | FIRST TR LRGE CP CORE ALPH | $425,000 | -2.1% | 7,135 | -14.4% | 0.09% | -9.5% |
| FDL | Sell | FIRST TR MORNINGSTAR DIV L | $414,000 | -0.2% | 13,726 | -9.9% | 0.08% | -7.7% |
| PCEF | Sell | INVESCO EXCHNG TRADED FD T | $415,000 | +8.9% | 18,713 | -0.7% | 0.08% | +1.2% |
| IYR | Sell | ISHARES TRu.s. real es etf | $406,000 | -10.0% | 4,667 | -22.4% | 0.08% | -16.2% |
| AMGN | Sell | AMGEN INC | $385,000 | -8.1% | 2,025 | -6.0% | 0.08% | -15.2% |
| EMLP | Sell | FIRST TR EXCHANGE TRADED Fno amer energy | $367,000 | +10.9% | 14,825 | -4.0% | 0.08% | +2.7% |
| XLF | Sell | SELECT SECTOR SPDR TRsbi int-finl | $360,000 | +7.5% | 13,984 | -0.7% | 0.07% | 0.0% |
| EWX | Sell | SPDR INDEX SHS FDSs&p emktsc etf | $355,000 | -1.7% | 7,975 | -9.4% | 0.07% | -8.9% |
| ABT | Sell | ABBOTT LABS | $350,000 | -4.4% | 4,378 | -13.4% | 0.07% | -11.2% |
| DEO | Sell | DIAGEO P L Cspon adr new | $346,000 | +1.5% | 2,117 | -11.8% | 0.07% | -6.7% |
| BP | Sell | BP PLCsponsored adr | $345,000 | +7.1% | 7,895 | -6.9% | 0.07% | -1.4% |
| GSBD | Sell | GOLDMAN SACHS BDC INC | $342,000 | +5.6% | 16,650 | -5.7% | 0.07% | -1.4% |
| FTXO | Sell | FIRST TR EXCHANGE TRADED Fnasdaq bk etf | $338,000 | -1.5% | 13,874 | -9.9% | 0.07% | -8.0% |
| IHI | Sell | ISHARES TRu.s. med dvc etf | $337,000 | +6.3% | 1,453 | -8.5% | 0.07% | 0.0% |
| KMI | Sell | KINDER MORGAN INC DEL | $333,000 | +28.1% | 16,658 | -1.4% | 0.07% | +19.3% |
| FSK | Sell | FS KKR CAPITAL CORP | $334,000 | -40.8% | 55,231 | -49.3% | 0.07% | -45.2% |
| X | Sell | UNITED STATES STL CORP NEW | $336,000 | -6.7% | 17,249 | -12.7% | 0.07% | -13.9% |
| ACB | Sell | AURORA CANNABIS INC | $324,000 | +37.3% | 35,811 | -24.6% | 0.07% | +26.9% |
| CMG | Sell | CHIPOTLE MEXICAN GRILL INC | $320,000 | +25.5% | 450 | -23.7% | 0.06% | +16.1% |
| OUSA | Sell | OSI ETF TRoshars ftse us | $308,000 | +5.8% | 9,159 | -5.6% | 0.06% | -1.6% |
| HBAN | Sell | HUNTINGTON BANCSHARES INC | $305,000 | +6.3% | 24,064 | -0.2% | 0.06% | -1.6% |
| IJS | Sell | ISHARES TRsp smcp600vl etf | $301,000 | +3.1% | 2,040 | -7.8% | 0.06% | -4.7% |
| SCHV | Sell | SCHWAB STRATEGIC TRus lcap va etf | $295,000 | -14.5% | 5,390 | -22.9% | 0.06% | -21.1% |
| UAA | Sell | UNDER ARMOUR INCcl a | $293,000 | +15.8% | 13,844 | -3.4% | 0.06% | +9.1% |
| FMB | Sell | FIRST TR EXCHANG TRADED FDmanagd mun etf | $292,000 | +2.1% | 5,418 | -0.2% | 0.06% | -6.3% |
| HYLS | Sell | FIRST TR EXCHANGE TRADED Ffirst tr ta hiyl | $280,000 | -88.1% | 5,856 | -88.8% | 0.06% | -88.9% |
| VCSH | Sell | VANGUARD SCOTTSDALE FDSshrt trm corp bd | $277,000 | -4.8% | 3,474 | -6.9% | 0.06% | -12.5% |
| WELL | Sell | WELLTOWER INC | $271,000 | +4.6% | 3,487 | -6.4% | 0.06% | -3.5% |
| BABA | Sell | ALIBABA GROUP HLDG LTDsponsored ads | $266,000 | +18.8% | 1,459 | -10.5% | 0.05% | +10.2% |
| PM | Sell | PHILIP MORRIS INTL INC | $260,000 | -13.6% | 2,946 | -34.7% | 0.05% | -19.7% |
| HON | Sell | HONEYWELL INTL INC | $254,000 | +16.5% | 1,600 | -2.9% | 0.05% | +8.3% |
| RSX | Sell | VANECK VECTORS ETF TRrussia etf | $249,000 | -5.3% | 12,107 | -13.8% | 0.05% | -12.1% |
| DTE | Sell | DTE ENERGY CO | $243,000 | -29.8% | 1,947 | -38.0% | 0.05% | -35.5% |
| RTN | Sell | RAYTHEON CO | $239,000 | +13.3% | 1,313 | -4.7% | 0.05% | +6.5% |
| XLK | Sell | SELECT SECTOR SPDR TRtechnology | $243,000 | -8.3% | 3,286 | -23.1% | 0.05% | -15.5% |
| TNDM | Sell | TANDEM DIABETES CARE INC | $241,000 | -37.1% | 3,800 | -62.4% | 0.05% | -41.7% |
| GOOG | Sell | ALPHABET INCcap stk cl c | $231,000 | -23.0% | 197 | -32.1% | 0.05% | -28.8% |
| ONEQ | Sell | FIDELITY COMWLTH TRndq cp idx trk | $228,000 | +4.6% | 753 | -10.4% | 0.05% | -4.2% |
| MAIN | Sell | MAIN STREET CAPITAL CORP | $222,000 | +5.2% | 5,969 | -4.2% | 0.04% | -2.2% |
| IYF | Sell | ISHARES TRu.s. finls etf | $221,000 | +9.4% | 1,872 | -1.3% | 0.04% | +2.3% |
| GXC | Sell | SPDR INDEX SHS FDSs&p china etf | $215,000 | -22.7% | 2,148 | -34.5% | 0.04% | -27.9% |
| MELI | Sell | MERCADOLIBRE INC | $213,000 | -0.9% | 419 | -42.8% | 0.04% | -8.5% |
| LLY | Sell | LILLY ELI & CO | $205,000 | -26.3% | 1,580 | -34.3% | 0.04% | -31.1% |
| SBUX | Sell | STARBUCKS CORP | $205,000 | -2.4% | 2,752 | -15.6% | 0.04% | -8.7% |
| NFLX | Sell | NETFLIX INC | $209,000 | -0.5% | 586 | -25.2% | 0.04% | -8.7% |
| GM | Sell | GENERAL MTRS CO | $209,000 | +3.5% | 5,622 | -7.0% | 0.04% | -4.5% |
| EWS | Sell | ISHARES INCmsci singpor etf | $201,000 | -28.0% | 8,472 | -33.0% | 0.04% | -32.8% |
| PLND | Sell | VANECK VECTORS ETF TRpoland etf | $189,000 | -33.2% | 11,307 | -35.0% | 0.04% | -38.7% |
| ABB | Sell | ABB LTDsponsored adr | $160,000 | -17.9% | 8,487 | -17.2% | 0.03% | -23.3% |
| NLY | Sell | ANNALY CAP MGMT INC | $147,000 | -21.8% | 14,744 | -23.2% | 0.03% | -26.8% |
| TSI | Sell | TCW STRATEGIC INCOME FUND | $137,000 | -36.9% | 24,860 | -39.7% | 0.03% | -41.7% |
| AKS | Sell | AK STL HLDG CORP | $95,000 | +11.8% | 34,560 | -8.0% | 0.02% | 0.0% |
| GMWSB | Exit | GENERAL MTRS CO*w exp 07/10/201 | $0 | – | -1 | -100.0% | 0.00% | – |
| AEG | Exit | AEGON N V | $0 | – | -11,664 | -100.0% | -0.01% | – |
| BRFS | Exit | BRF SAsponsored adr | $0 | – | -14,281 | -100.0% | -0.02% | – |
| VGSH | Exit | VANGUARD SCOTTSDALE FDSshort term treas | $0 | – | -2,512 | -100.0% | -0.03% | – |
| ACN | Exit | ACCENTURE PLC IRELAND | $0 | – | -1,057 | -100.0% | -0.03% | – |
| VBK | Exit | VANGUARD INDEX FDSsml cp grw etf | $0 | – | -1,048 | -100.0% | -0.04% | – |
| EC | Exit | ECOPETROL S Asponsored ads | $0 | – | -10,034 | -100.0% | -0.04% | – |
| NEA | Exit | NUVEEN AMT FREE QLTY MUN INC | $0 | – | -13,259 | -100.0% | -0.04% | – |
| ETW | Exit | EATON VANCE TXMGD GL BUYWR O | $0 | – | -17,975 | -100.0% | -0.04% | – |
| WBK | Exit | WESTPAC BKG CORPsponsored adr | $0 | – | -10,125 | -100.0% | -0.04% | – |
| KT | Exit | KT CORPsponsored adr | $0 | – | -13,722 | -100.0% | -0.04% | – |
| CRON | Exit | CRONOS GROUP INC | $0 | – | -19,403 | -100.0% | -0.04% | – |
| MMP | Exit | MAGELLAN MIDSTREAM PRTNRS LP | $0 | – | -3,766 | -100.0% | -0.05% | – |
| BND | Exit | VANGUARD BD INDEX FD INCtotal bnd mrkt | $0 | – | -2,833 | -100.0% | -0.05% | – |
| SPIB | Exit | SPDR SERIES TRUSTportfolio intrmd | $0 | – | -6,908 | -100.0% | -0.05% | – |
| KIDS | Exit | ORTHOPEDIATRICS CORP | $0 | – | -6,702 | -100.0% | -0.05% | – |
| CVS | Exit | CVS HEALTH CORP | $0 | – | -3,529 | -100.0% | -0.05% | – |
| DLS | Exit | WISDOMTREE TRintl smcap div | $0 | – | -4,000 | -100.0% | -0.05% | – |
| LYB | Exit | LYONDELLBASELL INDUSTRIES N | $0 | – | -2,982 | -100.0% | -0.05% | – |
| NORW | Exit | GLOBAL X FDSglbx msci norw | $0 | – | -22,464 | -100.0% | -0.06% | – |
| IJK | Exit | ISHARES TRs&p mc 400gr etf | $0 | – | -1,350 | -100.0% | -0.06% | – |
| CCJ | Exit | CAMECO CORP | $0 | – | -22,689 | -100.0% | -0.06% | – |
| EIS | Exit | ISHARES INCmsci israel etf | $0 | – | -5,493 | -100.0% | -0.06% | – |
| EWO | Exit | ISHARES INCmsci austria etf | $0 | – | -14,601 | -100.0% | -0.06% | – |
| NVG | Exit | NUVEEN AMT FREE MUN CR INC F | $0 | – | -19,948 | -100.0% | -0.06% | – |
| EWP | Exit | ISHARES INCmsci spain etf | $0 | – | -10,335 | -100.0% | -0.06% | – |
| SPEM | Exit | SPDR INDEX SHS FDSportfolio emg mk | $0 | – | -8,768 | -100.0% | -0.06% | – |
| TUR | Exit | ISHARES INCmsci turkey etf | $0 | – | -11,468 | -100.0% | -0.06% | – |
| EWZ | Exit | ISHARES INCmsci brazil etf | $0 | – | -7,477 | -100.0% | -0.06% | – |
| VKQ | Exit | INVESCO MUN TR | $0 | – | -27,511 | -100.0% | -0.07% | – |
| SHPG | Exit | SHIRE PLCsponsored adr | $0 | – | -1,808 | -100.0% | -0.07% | – |
| PXH | Exit | INVESCO EXCHNG TRADED FD TRftse rafi emng | $0 | – | -16,687 | -100.0% | -0.07% | – |
| GNMA | Exit | ISHARES TRgnma bond etf | $0 | – | -7,750 | -100.0% | -0.08% | – |
| WW | Exit | WEIGHT WATCHERS INTL INC NEW | $0 | – | -9,950 | -100.0% | -0.08% | – |
| USMF | Exit | WISDOMTREE TRus multifactor | $0 | – | -19,538 | -100.0% | -0.11% | – |
| DDWM | Exit | WISDOMTREE TRcurrncy int eq | $0 | – | -23,337 | -100.0% | -0.13% | – |
| MMD | Exit | MAINSTAY MACKAY DEFINDTRM MU | $0 | – | -32,436 | -100.0% | -0.14% | – |
| EPS | Exit | WISDOMTREE TRus earnings 500 | $0 | – | -25,910 | -100.0% | -0.16% | – |
| SPDW | Exit | SPDR INDEX SHS FDSportfolio devlpd | $0 | – | -28,039 | -100.0% | -0.16% | – |
| AGGY | Exit | WISDOMTREE TRyield enhancd us | $0 | – | -18,458 | -100.0% | -0.20% | – |
| RYT | Exit | INVESCO EXCHANGE TRADED FD Ts&p500 eql tec | $0 | – | -6,427 | -100.0% | -0.20% | – |
| SPLG | Exit | SPDR SERIES TRUSTportfolio lr etf | $0 | – | -34,229 | -100.0% | -0.22% | – |
| SPAB | Exit | SPDR SERIES TRUSTportfolio agrgte | $0 | – | -36,100 | -100.0% | -0.22% | – |
| AOM | Exit | ISHARES TRmodert alloc etf | $0 | – | -33,041 | -100.0% | -0.26% | – |
| IEF | Exit | ISHARES TRbarclays 7 10 yr | $0 | – | -33,699 | -100.0% | -0.77% | – |
| AOR | Exit | ISHARES TRgrwt allocat etf | $0 | – | -122,060 | -100.0% | -1.10% | – |
| AOA | Exit | ISHARES TRaggres alloc etf | $0 | – | -139,354 | -100.0% | -1.48% | – |
Original filings
The following EDGAR filing(s) were analyzed to create this report:
- View 13F-HR filed 2019-05-09
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.