$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 0.0% .
| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| IYW | ISHARES TRu.s. tech etf | $623,000 | +19.1% | 3,269 | 0.0% | 0.13% | +10.4% | |
| FDX | FEDEX CORP | $413,000 | +12.5% | 2,276 | 0.0% | 0.08% | +5.0% | |
| FXD | FIRST TR EXCHANGE TRADED Fconsumr discre | $404,000 | +14.1% | 9,600 | 0.0% | 0.08% | +5.1% | |
| FTCS | FIRST TR EXCHANGE TRADED Fcap strength etf | $391,000 | +11.7% | 7,247 | 0.0% | 0.08% | +2.6% | |
| FXU | FIRST TR EXCHANGE TRADED Futilities alph | $367,000 | +5.5% | 12,994 | 0.0% | 0.08% | -1.3% | |
| IYH | ISHARES TRus hlthcare etf | $329,000 | +7.2% | 1,698 | 0.0% | 0.07% | 0.0% | |
| FCEF | FIRST TR EXCHNG TRADED FDcef incm oppty | $295,000 | +13.0% | 13,800 | 0.0% | 0.06% | +5.3% | |
| EW | EDWARDS LIFESCIENCES CORP | $270,000 | +25.0% | 1,411 | 0.0% | 0.06% | +17.0% | |
| MT | ARCELORMITTAL SA LUXEMBOURny registry sh | $234,000 | -1.3% | 11,473 | 0.0% | 0.05% | -7.7% | |
| MBTF | MBT FINL CORP | $167,000 | +7.7% | 16,714 | 0.0% | 0.03% | 0.0% | |
| EXTR | EXTREME NETWORKS INC | $127,000 | +23.3% | 16,940 | 0.0% | 0.03% | +13.0% | |
| FIT | FITBIT INCcl a | $89,000 | +18.7% | 15,000 | 0.0% | 0.02% | +12.5% | |
| FVE | FIVE STAR SENIOR LIVING IN | $22,000 | +100.0% | 22,153 | 0.0% | 0.00% | +100.0% |
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.