Regal Investment Advisors

Regal Investment Advisors as of March 31, 2021

Portfolio Holdings for Regal Investment Advisors

Regal Investment Advisors holds 28 positions in its portfolio as reported in 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 108k 130.05
Vanguard Tax-managed Intl Ftse Dev Mkt Etf (VEA) 9.7 $9.6M 195k 49.11
Schwab Strategic Tr Us Dividend Eq (SCHD) 9.1 $9.0M 123k 72.92
Vanguard Index Fds Growth Etf (VUG) 9.1 $8.9M 35k 257.06
Ishares Tr Core S&p500 Etf (IVV) 6.6 $6.5M 16k 397.80
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO) 5.8 $5.7M 110k 52.05
Ishares Tr Core S&p Scp Etf (IJR) 4.9 $4.9M 45k 108.52
Vanguard Bd Index Fds Short Trm Bond (BSV) 4.2 $4.1M 50k 82.18
Ishares Tr National Mun Etf (MUB) 3.8 $3.8M 33k 116.05
Ishares Tr Core S&p Mcp Etf (IJH) 3.2 $3.2M 12k 260.24
Vanguard Index Fds Mcap Gr Idxvip (VOT) 3.1 $3.1M 14k 214.57
Vanguard Index Fds Mcap Vl Idxvip (VOE) 2.8 $2.8M 21k 134.86
Vanguard Index Fds Real Estate Etf (VNQ) 2.5 $2.5M 27k 91.85
Ishares Tr Fltg Rate Nt Etf (FLOT) 2.4 $2.4M 46k 50.78
Spdr Ser Tr Bloomberg Brclys (JNK) 2.3 $2.3M 21k 108.79
Ishares Tr Pfd And Incm Sec (PFF) 2.2 $2.2M 57k 38.40
Ishares Tr Micro-cap Etf (IWC) 2.2 $2.2M 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 14k 128.36
Spdr Index Shs Fds Glb Nat Resrce (GNR) 1.7 $1.6M 33k 50.25
Ishares Tr Us Treas Bd Etf (GOVT) 1.4 $1.4M 54k 26.19
Ishares Msci Frontier (FM) 1.2 $1.2M 41k 29.50
Spdr Ser Tr Nuveen Blmbrg Sr (SHM) 1.1 $1.1M 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 10k 59.28
Spdr Index Shs Fds S&p Emktsc Etf (EWX) 0.5 $512k 9.2k 55.36
Ishares Tr Rus 1000 Grw Etf (IWF) 0.4 $366k 1.5k 242.87
Ishares Tr Rus 1000 Etf (IWB) 0.2 $239k 1.1k 223.36