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Stock Style
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Stock Style shows hedge fund manager's main investment focus in Value or Growth. It is determined based on analysis of portfolio holdings that are part of about 3000 US Stocks.
Style
Market Cap
Large
Value
Mid
Blend
Small
Growth
53
6
6
3
2
1
31
5
6
REGAL INVESTMENT ADVISORS LLC

Time Period2018-12-31

Total Holdings333

Total Value ($x1000)456,438
Activities
New68

Increased164

Unchanged5

Decreased96

Sold Out54

Top 10 Stock Holdingstotal 19.05%
IVV3.34

LQD2.38

VEA1.85

ABBV1.8

SPY1.78

 
PG1.62

JNJ1.61

PFF1.61

MSFT1.57

EMR1.49

-- hover over a symbol below for details --
SEC 13F
Filing
Detail
Sort:
IVV
3.34%
CORE S&P500 ETF
LQD
2.38%
IBOXX INV CP ETF
VEA
1.85%
FTSE DEV MKT ETF
ABBV
1.8%
COM
SPY
1.78%
TR UNIT
PG
1.62%
COM
JNJ
1.61%
COM
PFF
1.61%
U.S. PFD STK ETF
MSFT
1.57%
COM
EMR
1.49%
COM
AOA
1.48%
AGGRES ALLOC ETF
T
1.45%
COM
ED
1.36%
COM
EEM
1.33%
MSCI EMG MKT ETF
VIG
1.33%
DIV APP ETF
VUG
1.22%
GROWTH ETF
SCHD
1.21%
US DIVIDEND EQ
AAPL
1.19%
COM
BSV
1.14%
SHORT TRM BOND
IJR
1.13%
CORE S&P SCP ETF
AOR
1.1%
GRWT ALLOCAT ETF
MCD
1.07%
COM
AEP
1.03%
COM
VTV
1.01%
VALUE ETF
VWO
1.01%
FTSE EMR MKT ETF
IWF
0.89%
RUS 1000 GRW ETF
DUK
0.89%
COM NEW
PFE
0.86%
COM
VNQ
0.85%
REIT ETF
DIS
0.85%
COM DISNEY
DWDP
0.84%
COM
FLOT
0.83%
FLTG RATE BD ETF
IEF
0.77%
7-10 Y TR BD ETF
FTA
0.72%
COM SHS
MUB
0.71%
NAT AMT FREE BD
LZB
0.71%
COM
INTC
0.7%
COM
RFEU
0.68%
RIVRFRNT DYN EUR
RFDI
0.67%
RIVRFRNT DYN DEV
FDN
0.67%
DJ INTERNT IDX
IJH
0.66%
CORE S&P MCP ETF
MO
0.65%
COM
MDT
0.65%
SHS
RFEM
0.63%
RIVR FRNT DYN
AGG
0.62%
CORE TOTUSBD ETF
XOM
0.61%
COM
KO
0.6%
COM
FYX
0.58%
COM SHS
CVX
0.57%
COM
AMZN
0.56%
COM
VTI
0.55%
TOTAL STK MKT
CLX
0.54%
COM
AZO
0.52%
COM
FV
0.52%
DORSEY WRT 5 ETF
HYLS
0.51%
FIRST TR TA HIYL
VOT
0.51%
MCAP GR IDXVIP
VOE
0.5%
MCAP VL IDXVIP
INVA
0.5%
COM
RFAP
0.49%
RIVRFRNT DY ASIA
VB
0.47%
SMALL CP ETF
CAT
0.47%
COM
VO
0.47%
MID CAP ETF
FB
0.45%
CL A
JNK
0.45%
BRC HGH YLD BD
CRM
0.45%
COM
IEFA
0.45%
CORE MSCI EAFE
UTX
0.44%
COM
MCHP
0.44%
COM
AFL
0.43%
COM
WMT
0.43%
COM
RLY
0.42%
MULT ASS RLRTN
UTHR
0.41%
COM
BLK
0.41%
COM
USMV
0.41%
USA MIN VOL ETF
ORCL
0.41%
COM
MMM
0.4%
COM
ADP
0.4%
COM
QQQ
0.4%
UNIT SER 1
GIS
0.39%
COM
BIIB
0.38%
COM
NOC
0.38%
COM
IDCC
0.37%
COM
AMAT
0.37%
COM
VWOB
0.37%
EMERG MKT BD ETF
WM
0.37%
COM
SCHW
0.37%
COM
CINF
0.37%
COM
EFX
0.36%
COM
BK
0.36%
COM
COP
0.36%
COM
VZ
0.36%
COM
GWRE
0.36%
COM
BLKB
0.34%
COM
CAH
0.34%
COM
HF
0.32%
CL A
HDV
0.32%
HIGH DIVIDND ETF
GLD
0.31%
GOLD SHS
PEP
0.3%
COM
IWW
0.29%
RUS 3000 VAL ETF
MCK
0.29%
COM
SJNK
0.29%
SHT TRM HGH YLD
COST
0.29%
COM
TLT
0.28%
20+ YR TR BD ETF
LEA
0.28%
COM NEW
AMG
0.28%
COM
SCZ
0.28%
EAFE SML CP ETF
AMJ
0.27%
ALERIAN ML ETN
KMB
0.26%
COM
VXF
0.26%
EXTEND MKT ETF
AOM
0.26%
MODERT ALLOC ETF
IWC
0.26%
MICRO-CAP ETF
COHR
0.26%
COM
EFA
0.26%
MSCI EAFE ETF
BAC
0.25%
COM
JPM
0.25%
COM
PNC
0.25%
COM
TGT
0.24%
COM
VSS
0.24%
FTSE SMCAP ETF
GOVT
0.24%
U.S. TRS BD ETF
UUP
0.23%
BULLISH FD
VTIP
0.23%
STRM INFPROIDX
IVW
0.23%
S&P 500 GRWT ETF
SYY
0.22%
COM
LAG
0.22%
BRCLYS AGG ETF
GNR
0.22%
GLB NAT RESRCE
ONEK
0.22%
RUSSELL 1000 ETF
QTEC
0.21%
SHS
SPYD
0.21%
SP500 HIGH DIV
SHM
0.2%
NUVN BR SHT MUNI
BNDX
0.2%
INTL BD IDX ETF
STLD
0.2%
COM
RYH
0.2%
S&P500 EQL HLT
RYT
0.2%
S&P500 EQL TEC
LEG
0.2%
COM
FM
0.2%
MSCI FRNTR100ETF
IWM
0.2%
RUSSELL 2000 ETF
AGGY
0.19%
BRCLYS US AGGR
DVY
0.19%
SELECT DIVID ETF
EXC
0.19%
COM
MRK
0.18%
COM
FXG
0.18%
CONSUMR STAPLE
PBP
0.17%
S&P500 BUY WRT
VYM
0.17%
HIGH DIV YLD
GWL
0.16%
S&P WRLD EX US
GE
0.16%
COM
SHY
0.16%
1-3 YR TR BD ETF
CSCO
0.16%
COM
HD
0.16%
COM
NS
0.16%
PRN
EPS
0.16%
EARNING 500 FD
PSK
0.16%
WELLS FG PFD ETF
BRK.B
0.16%
CL B NEW
TDIV
0.16%
NASD TECH DIV
ISHG
0.16%
3YRTB ETF
BA
0.15%
COM
NUE
0.15%
COM
SPYG
0.15%
S&P 500 GROWTH
FXR
0.15%
INDLS PROD DUR
KNOW
0.14%
ALL CP INSIDER
TWOK
0.14%
SPDR RUSSEL 2000
SDIV
0.14%
GLB X SUPERDIV
FXO
0.14%
FINLS ALPHADEX
MMD
0.14%
COM
REM
0.14%
MTG REL ETF NEW
F
0.14%
COM PAR $0.01
ETR
0.13%
COM
PGF
0.13%
FINL PFD ETF
FDT
0.13%
DEV MRK EX US
DDWM
0.13%
CURRNCY INT EQ
PGX
0.13%
PFD ETF
VBR
0.13%
SM CP VAL ETF
KBWD
0.13%
KBW HIG DV YLD
HYMB
0.12%
NUV HGHYLD MUN
FSIC
0.12%
COM
NVDA
0.12%
COM
FXH
0.12%
HLTH CARE ALPH
LOW
0.12%
COM
VOO
0.12%
SHS
ALTY
0.12%
SUPER DIV ALTR
IYW
0.11%
U.S. TECH ETF
VNQI
0.11%
GLB EX US ETF
IJT
0.11%
SP SMCP600GR ETF
USMF
0.11%
US MULTIFACTOR
RSCO
0.11%
SM CAP COMPLETE
SO
0.11%
COM
KBWY
0.1%
KBW PREM YIELD
GGG
0.1%
COM
IAGG
0.1%
CORE INTL AGGR
MORT
0.1%
MTG REIT INCOME
YYY
0.1%
YLD SHS HGH INC
HCP
0.1%
PRN
VMBS
0.1%
MORTG-BACK SEC
TIP
0.1%
TIPS BD ETF
IYR
0.1%
U.S. REAL ES ETF
EMB
0.1%
JP MOR EM MK ETF
GOOGL
0.1%
CAP STK CL A
FEX
0.1%
COM SHS
HYD
0.09%
HIGH YLD MUN ETF
AMGN
0.09%
COM
FDL
0.09%
SHS
ACWI
0.09%
MSCI ACWI ETF
UNH
0.09%
COM
IEMG
0.09%
CORE MSCI EMKT
DEM
0.09%
EMERG MKTS ETF
XLV
0.09%
SBI HEALTHCARE
WTW
0.08%
COM
TNDM
0.08%
COM NEW
PCEF
0.08%
CEF INM COMPSI
GNMA
0.08%
GNMA BOND ETF
IVE
0.08%
S&P 500 VAL ETF
STOR
0.08%
PRN
FDX
0.08%
COM
ABT
0.08%
COM
EWX
0.08%
S&P EMKTSC ETF
X
0.08%
COM
FXD
0.08%
CONSUMR DISCRE
FTCS
0.08%
CAP STRENGTH ETF
NKE
0.08%
CL B
FXU
0.08%
UTILITIES ALPH
SNY
0.08%
SPONSORED ADR
GSK
0.08%
SPONSORED ADR
DTE
0.08%
COM
SCHV
0.08%
US LCAP VA ETF
FTXO
0.08%
NASDAQ BK ETF
DEO
0.07%
SPON ADR NEW
NZF
0.07%
COM SH BEN INT
XLF
0.07%
SBI INT-FINL
EMLP
0.07%
NO AMER ENERGY
PXH
0.07%
FTSE RAFI EMNG
TD
0.07%
COM NEW
GSBD
0.07%
SHS
BP
0.07%
SPONSORED ADR
CGC
0.07%
COM
IHI
0.07%
U.S. MED DVC ETF
SHPG
0.07%
SPONSORED ADR
RY
0.07%
COM
VXUS
0.07%
VG TL INTL STK F
SPYV
0.07%
S&P 500 VALUE
CSX
0.07%
COM
IYH
0.07%
US HLTHCARE ETF
VKQ
0.07%
COM
FITB
0.07%
COM
IBCP
0.07%
COM NEW
PM
0.07%
COM
GOOG
0.07%
CAP STK CL C
SPHD
0.06%
S&P500 HDL VOL
IJS
0.06%
SP SMCP600VL ETF
OUSA
0.06%
OSHARS FTSE US
VCSH
0.06%
SHRT TRM CORP BD
MA
0.06%
CL A
HBAN
0.06%
COM
FMB
0.06%
MANAGD MUN ETF
EWZ
0.06%
MSCI BRZ CAP ETF
PDI
0.06%
SHS
GMM
0.06%
EMERG MKTS ETF
PLND
0.06%
POLAND ETF
TUR
0.06%
MSCI TURKEY ETF
EWS
0.06%
MSCI SINGPOR ETF
NVG
0.06%
PRN
LLY
0.06%
COM
GXC
0.06%
S&P CHINA ETF
OEF
0.06%
S&P 100 ETF
EWP
0.06%
MSCI SPAN CP ETF
EWO
0.06%
AUSTRIA CAPD ETF
BDCS
0.06%
EXCH SEC LKD41
EIS
0.06%
MSCI ISR CAP ETF
XLK
0.06%
TECHNOLOGY
RSX
0.06%
RUSSIA ETF
FCEF
0.06%
CEF INCM OPPTY
KMI
0.06%
COM
HCN
0.06%
COM
NORW
0.06%
GLOB X NOR ETF
CCJ
0.06%
COM
IJK
0.06%
S&P MC 400GR ETF
CMG
0.06%
COM
UAA
0.06%
CL A
LYB
0.05%
SHS - A -
PYPL
0.05%
COM
DWX
0.05%
S&P INTL ETF
DLS
0.05%
INTL SMCAP DIV
MT
0.05%
NY REGISTRY SH
ACB
0.05%
COM
KIDS
0.05%
COM
FEM
0.05%
EMERG MKT ALPH
CVS
0.05%
COM
PCI
0.05%
COM SHS
FXL
0.05%
TECH ALPHADEX
ITR
0.05%
INTR TRM CORP BD
BABA
0.05%
SPONSORED ADS
BND
0.05%
TOTAL BND MRKT
BAX
0.05%
COM
HON
0.05%
COM
ONEQ
0.05%
NDQ CP IDX TRK
HYG
0.05%
IBOXX HI YD ETF
TSI
0.05%
COM
EW
0.05%
COM
MELI
0.05%
COM
MMP
0.05%
PRN
FXN
0.05%
ENERGY ALPHADX
MAIN
0.05%
COM
RTN
0.05%
COM NEW
TWTR
0.05%
COM
VTR
0.05%
COM
SBUX
0.05%
COM
NFLX
0.05%
COM
IYF
0.04%
U.S. FINLS ETF
GM
0.04%
COM
CRON
0.04%
COM
ABB
0.04%
SPONSORED ADR
KT
0.04%
SPONSORED ADR
NLY
0.04%
COM
WBK
0.04%
SPONSORED ADR
ETW
0.04%
COM
PSEC
0.04%
COM
NEA
0.04%
COM
AMLP
0.04%
ALERIAN MLP
EC
0.03%
SPONSORED ADS
VBK
0.03%
SML CP GRW ETF
TV
0.03%
SPON ADR REP ORD
MBTF
0.03%
COM
VGSH
0.03%
SHTRM GVT BD ETF
ACN
0.03%
SHS CLASS A
EYPT
0.03%
COM
SIRI
0.02%
COM
EXTR
0.02%
COM
AKS
0.02%
COM
BRFS
0.02%
SPONSORED ADR
FIT
0.02%
CL A
AEG
0.01%
NY REGISTRY SH
SDR
< 0.01%
PRN
FVE
< 0.01%
COM
NMM
< 0.01%
PRN
GM/WS/B
< 0.01%
*W EXP 07/10/201
ICPT
0.71%
COM
HUM
0.5%
COM
ESRX
0.49%
COM
AVX
0.45%
COM
ALG
0.39%
COM
EBF
0.39%
COM
AAL
0.38%
COM
LPX
0.38%
COM
MAT
0.38%
COM
FCX
0.37%
COM
USCR
0.37%
COM NEW
M
0.37%
COM
SRCL
0.36%
COM
MU
0.35%
COM
SAFM
0.34%
COM
MKSI
0.32%
COM
BBBY
0.29%
COM
XRT
0.14%
S&P RETAIL ETF
HYD
0.13%
HIGH YLD MUN ETF
FTY
0.12%
REAL EST 50 ETF
USO
0.12%
UNITS
C
0.08%
COM NEW
XLE
0.07%
SBI INT-ENERGY
TLRY
0.07%
COM CL 2
IEO
0.07%
US OIL&GS EX ETF
CATM
0.07%
CL A
DE
0.06%
COM
IWO
0.06%
RUS 2000 GRW ETF
INFO
0.06%
SHS
DBEF
0.06%
XTRAK MSCI EAFE
CHA
0.05%
SPON ADR H SHS
IWB
0.05%
RUS 1000 ETF
IWV
0.05%
RUSSELL 3000 ETF
SNE
0.05%
ADR NEW
V
0.05%
COM CL A
ESNT
0.05%
COM
GILD
0.05%
COM
PNQI
0.05%
NASDAQ INTERNT
IWD
0.05%
RUS 1000 VAL ETF
E
0.05%
SPONSORED ADR
MS
0.05%
COM NEW
AGN
0.05%
SHS
FCAU
0.05%
SHS
TSU
0.05%
SPONSORED ADR
TFI
0.05%
NUVN BRCLY MUNI
CRTO
0.05%
SPONS ADS
NQP
0.04%
COM
VHT
0.04%
HEALTH CAR ETF
VFH
0.04%
FINANCIALS ETF
LPL
0.04%
SPONS ADR REP
HBM
0.04%
COM
CZZ
0.03%
SHS A
CLF
0.03%
COM
KTF
0.02%
COM