Regal Investment Advisors

Regal Investment Advisors as of Sept. 30, 2020

Portfolio Holdings for Regal Investment Advisors

Regal Investment Advisors holds 28 positions in its portfolio as reported in the September 2020 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Ishares Tr Iboxx Inv Cp Etf (LQD) 15.2 $13M 95k 134.71
Vanguard Tax-managed Intl Ftse Dev Mkt Etf (VEA) 9.4 $7.9M 194k 40.90
Vanguard Index Fds Growth Etf (VUG) 9.1 $7.7M 34k 227.63
Schwab Strategic Tr Us Dividend Eq (SCHD) 8.4 $7.1M 129k 55.30
Ishares Tr Core S&p500 Etf (IVV) 6.3 $5.3M 16k 336.04
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO) 5.7 $4.9M 112k 43.24
Vanguard Bd Index Fds Short Trm Bond (BSV) 4.7 $3.9M 48k 83.06
Ishares Tr Core S&p Scp Etf (IJR) 4.3 $3.7M 52k 70.22
Ishares Tr National Mun Etf (MUB) 4.3 $3.6M 31k 115.93
Vanguard Index Fds Mcap Gr Idxvip (VOT) 3.2 $2.7M 15k 180.17
Ishares Tr Core S&p Mcp Etf (IJH) 3.0 $2.5M 14k 185.33
Vanguard Index Fds Mcap Vl Idxvip (VOE) 2.6 $2.2M 22k 101.36
Ishares Tr Fltg Rate Nt Etf (FLOT) 2.5 $2.1M 42k 50.73
Vanguard Whitehall Fds Emerg Mkt Bd Etf (VWOB) 2.5 $2.1M 27k 78.89
Ishares Tr Pfd And Incm Sec (PFF) 2.4 $2.1M 56k 36.44
Spdr Ser Tr Bloomberg Brclys (JNK) 2.4 $2.0M 20k 104.26
Vanguard Index Fds Real Estate Etf (VNQ) 2.3 $2.0M 25k 78.96
Ishares Tr Micro-cap Etf (IWC) 1.9 $1.6M 18k 90.48
Vanguard Intl Equity Index F Ftse Smcap Etf (VSS) 1.7 $1.5M 14k 105.27
Ishares Tr Us Treas Bd Etf (GOVT) 1.7 $1.4M 51k 27.96
Spdr Index Shs Fds Glb Nat Resrce (GNR) 1.5 $1.3M 33k 37.56
Spdr Ser Tr Nuveen Blmbrg Sr (SHM) 1.2 $1.0M 21k 49.86
Ishares Msci Frntr100etf (FM) 1.2 $1.0M 39k 25.60
Vanguard Intl Equity Index F Glb Ex Us Etf (VNQI) 0.7 $569k 12k 48.59
Spdr Ser Tr Nuveen Bbg Brcly (HYMB) 0.6 $550k 9.7k 56.82
Spdr Index Shs Fds S&p Emktsc Etf (EWX) 0.5 $411k 9.3k 44.36
Ishares Tr Rus 1000 Grw Etf (IWF) 0.4 $327k 1.5k 216.99
Ishares Tr Rus 1000 Etf (IWB) 0.2 $200k 1.1k 186.92