Regal Investment Advisors

Regal Investment Advisors as of March 31, 2020

Portfolio Holdings for Regal Investment Advisors

Regal Investment Advisors holds 27 positions in its portfolio as reported in the March 2020 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
iShares IBoxx $ Invest Grade Corp Bd (LQD) 15.6 $11M 86k 123.51
Vanguard Europe Pacific ETF (VEA) 9.4 $6.4M 192k 33.34
Vanguard Growth ETF (VUG) 8.6 $5.9M 38k 156.69
Schwab Strategic Tr us dividend eq (SCHD) 8.4 $5.7M 128k 44.98
iShares S&P 500 Index (IVV) 6.1 $4.2M 16k 258.43
Vanguard Emerging Markets ETF (VWO) 5.4 $3.7M 109k 33.55
Vanguard Short-Term Bond ETF (BSV) 4.9 $3.4M 41k 82.18
iShares S&P Natl AMTFr Mncpl Bd (MUB) 4.6 $3.2M 28k 113.01
iShares S&P SmallCap 600 Index (IJR) 4.1 $2.8M 49k 56.11
Ishares Tr fltg rate nt (FLOT) 3.2 $2.2M 45k 48.73
iShares S&P MidCap 400 Index (IJH) 2.9 $2.0M 14k 143.83
Vanguard Mid-Cap Growth ETF (VOT) 2.7 $1.9M 15k 126.69
Spdr Bloomberg Barclays High Yield Bond Etf etf (JNK) 2.7 $1.8M 19k 94.73
Vanguard Whitehall Fds Inc emerg mkt bd etf (VWOB) 2.6 $1.8M 25k 70.39
Vanguard Mid-Cap Value ETF (VOE) 2.6 $1.8M 22k 81.28
iShares S&P US Pref Stock Idx Fnd (PFF) 2.6 $1.8M 55k 31.84
Vanguard REIT ETF (VNQ) 2.6 $1.7M 25k 69.86
Ishares Tr cmn (GOVT) 2.0 $1.4M 49k 28.02
iShares Russell Microcap Index (IWC) 1.7 $1.1M 17k 67.00
Nuveen Barclays Shrt Term Muni bdfund (SHM) 1.4 $962k 20k 48.90
Vanguard FTSE All Wld Ex USSml Cap (VSS) 1.4 $920k 12k 78.22
Spdr Index Shs Fds s^p global nat res (GNR) 1.3 $866k 28k 30.93
Ishares Inc msci frntr 100 (FM) 1.1 $753k 35k 21.36
Spdr Series Trust cmn (HYMB) 0.8 $568k 10k 54.68
Vanguard Intl Equity Index F glb ex us etf (VNQI) 0.6 $429k 10k 42.90
SPDR S&P Emerging Markets Small Cap (EWX) 0.3 $238k 7.2k 33.14
iShares Russell 1000 Growth Index (IWF) 0.3 $227k 1.5k 150.63