Regal Investment Advisors

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

  • Top 5 stock holdings are LQD, VEA, SCHD, VUG, IVV, and represent 48.65% of Regal Investment Advisors's stock portfolio.
  • Reduced shares in these 10 stocks: IVV (-$39M), , AAPL (-$18M), MSFT (-$16M), ITOT (-$15M), ACWV (-$15M), , , ONEQ (-$13M), QQQ (-$13M).
  • Sold out of its positions in AFL, T, ABT, ABBV, ATVI, AMD, BABA, GOOG, GOOGL, MO.
  • Regal Investment Advisors was a net seller of stock by $-793M.
  • Regal Investment Advisors has $99M in assets under management (AUM), dropping by -88.85%.
  • Central Index Key (CIK): 0001559789

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Portfolio Holdings for Regal Investment Advisors

Companies in the Regal Investment Advisors portfolio as of the March 2021 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Ishares Tr Iboxx Inv Cp Etf (LQD) 14.2 $14M -25% 108k 130.05
Vanguard Tax-managed Intl Ftse Dev Mkt Etf (VEA) 9.7 $9.6M -24% 195k 49.11
Schwab Strategic Tr Us Dividend Eq (SCHD) 9.1 $9.0M -4% 123k 72.92
Vanguard Index Fds Growth Etf (VUG) 9.1 $8.9M -3% 35k 257.06
Ishares Tr Core S&p500 Etf (IVV) 6.6 $6.5M -85% 16k 397.80
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO) 5.8 $5.7M -20% 110k 52.05
Ishares Tr Core S&p Scp Etf (IJR) 4.9 $4.9M -50% 45k 108.52
Vanguard Bd Index Fds Short Trm Bond (BSV) 4.2 $4.1M -18% 50k 82.18
Ishares Tr National Mun Etf (MUB) 3.8 $3.8M -19% 33k 116.05
Ishares Tr Core S&p Mcp Etf (IJH) 3.2 $3.2M -25% 12k 260.24
Vanguard Index Fds Mcap Gr Idxvip (VOT) 3.1 $3.1M -30% 14k 214.57
Vanguard Index Fds Mcap Vl Idxvip (VOE) 2.8 $2.8M -35% 21k 134.86
Vanguard Index Fds Real Estate Etf (VNQ) 2.5 $2.5M -50% 27k 91.85
Ishares Tr Fltg Rate Nt Etf (FLOT) 2.4 $2.4M -38% 46k 50.78

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Spdr Ser Tr Bloomberg Brclys (JNK) 2.3 $2.3M -18% 21k 108.79
Ishares Tr Pfd And Incm Sec (PFF) 2.2 $2.2M -79% 57k 38.40
Ishares Tr Micro-cap Etf (IWC) 2.2 $2.2M -12% 15k 146.96
Vanguard Whitehall Fds Emerg Mkt Bd Etf (VWOB) 2.2 $2.2M 28k 77.49
Vanguard Intl Equity Index F Ftse Smcap Etf (VSS) 1.8 $1.8M -11% 14k 128.36
Spdr Index Shs Fds Glb Nat Resrce (GNR) 1.7 $1.6M -5% 33k 50.25
Ishares Tr Us Treas Bd Etf (GOVT) 1.4 $1.4M -67% 54k 26.19
Ishares Msci Frontier (FM) 1.2 $1.2M -3% 41k 29.50
Spdr Ser Tr Nuveen Blmbrg Sr (SHM) 1.1 $1.1M -3% 21k 49.56
Vanguard Intl Equity Index F Glb Ex Us Etf (VNQI) 0.7 $670k 12k 55.75
Spdr Ser Tr Nuveen Bbg Brcly (HYMB) 0.6 $592k -74% 10k 59.28
Spdr Index Shs Fds S&p Emktsc Etf (EWX) 0.5 $512k -5% 9.2k 55.36
Ishares Tr Rus 1000 Grw Etf (IWF) 0.4 $366k -94% 1.5k 242.87
Ishares Tr Rus 1000 Etf (IWB) 0.2 $239k -19% 1.1k 223.36

Past Filings by Regal Investment Advisors

SEC 13F filings are viewable for Regal Investment Advisors going back to 2013

View all past filings