Regal Investment Advisors

Latest statistics and disclosures from Regal Investment Advisors's latest quarterly 13F-HR filing:

  • Top 5 stock holdings are LQD, VEA, VUG, SCHD, IVV, and represent 48.16% of Regal Investment Advisors's stock portfolio.
  • Added to shares of these 5 stocks: SCHD, GNR, FM, VWOB, HYMB.
  • Reduced shares in these 10 stocks: IVV (-$12.51M), , AAPL (-$9.63M), PG (-$9.52M), MSFT (-$9.09M), EMR (-$8.87M), , , JNJ (-$8.53M), VIG (-$7.76M).
  • Sold out of its positions in ABB, AFL, Alerian Mlp Etf(amlp), T, ABT, ABBV, AMD, BABA, GOOG, GOOGL.
  • Regal Investment Advisors was a net seller of stock by $465.59M.
  • Regal Investment Advisors has $68.06M in assets under management (AUM), dropping by -87.76%.

Portfolio Holdings for Regal Investment Advisors

Companies in the Regal Investment Advisors portfolio as of the March 2020 quarterly 13F filing

Company (Ticker) Portfolio Weight Share Count Change in Shares Price
iShares IBoxx $ Invest Grade Corp Bd (LQD) 15.58 85.86k -25% 123.51
Vanguard Europe Pacific ETF (VEA) 9.39 191.63k -16% 33.34
Vanguard Growth ETF (VUG) 8.62 37.46k -4% 156.69
Schwab Strategic Tr us dividend eq (SCHD) 8.44 127.73k +5% 44.98
iShares S&P 500 Index (IVV) 6.13 16.14k -74% 258.43
Vanguard Emerging Markets ETF (VWO) 5.37 108.88k -13% 33.55
Vanguard Short-Term Bond ETF (BSV) 4.94 40.89k -31% 82.18
iShares S&P Natl AMTFr Mncpl Bd (MUB) 4.64 27.93k -14% 113.01
iShares S&P SmallCap 600 Index (IJR) 4.06 49.24k -35% 56.11
Ishares Tr fltg rate nt (FLOT) 3.20 44.67k -51% 48.73
iShares S&P MidCap 400 Index (IJH) 2.88 13.65k -16% 143.83
Vanguard Mid-Cap Growth ETF (VOT) 2.75 14.75k -27% 126.69
Spdr Bloomberg Barclays High Yield Bond Etf etf (JNK) 2.66 19.11k -17% 94.73
Vanguard Whitehall Fds Inc emerg mkt bd etf (VWOB) 2.62 25.34k 70.39
Vanguard Mid-Cap Value ETF (VOE) 2.61 21.88k -17% 81.28
iShares S&P US Pref Stock Idx Fnd (PFF) 2.59 55.39k -77% 31.84
Vanguard REIT ETF (VNQ) 2.55 24.88k -61% 69.86
Ishares Tr cmn (GOVT) 2.01 48.76k -14% 28.02
iShares Russell Microcap Index (IWC) 1.67 17.00k -2% 67.00
Nuveen Barclays Shrt Term Muni bdfund (SHM) 1.41 19.67k -3% 48.90
Vanguard FTSE All Wld Ex USSml Cap (VSS) 1.35 11.76k -14% 78.22
Spdr Index Shs Fds s^p global nat res (GNR) 1.27 28.00k 30.93
Ishares Inc msci frntr 100 (FM) 1.11 35.25k 21.36
Spdr Series Trust cmn (HYMB) 0.83 10.39k 54.68
Vanguard Intl Equity Index F glb ex us etf (VNQI) 0.63 10.00k -3% 42.90
SPDR S&P Emerging Markets Small Cap (EWX) 0.35 7.18k -10% 33.14
iShares Russell 1000 Growth Index (IWF) 0.33 1.51k -95% 150.63

Past Filings by Regal Investment Advisors

View past SEC 13F filings by Regal Investment Advisors

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