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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
56
7
8
3
2
1
32
6
5
REGAL INVESTMENT ADVISORS LLC

Time Period2019-06-30

Total Holdings317

Total Value ($x1000)513,242
Activities
New35

Increased176

Unchanged15

Decreased91

Sold Out73

Top 10 Stock Holdingstotal 20.3%
IVV3.61

LQD2.45

SPY2.07

PFF1.86

PG1.85

 
VEA1.82

JNJ1.71

MSFT1.67

EMR1.64

T1.62

-- hover over a symbol below for details --
SEC 13F
Filing
Detail
Sort:
IVV
3.61%
CORE S&P500 ETF
LQD
2.45%
IBOXX INV CP ETF
SPY
2.07%
TR UNIT
PFF
1.86%
U.S. PFD STK ETF
PG
1.85%
COM
VEA
1.82%
FTSE DEV MKT ETF
JNJ
1.71%
COM
MSFT
1.67%
COM
EMR
1.64%
COM
T
1.62%
COM
ED
1.53%
COM
VIG
1.48%
DIV APP ETF
ABBV
1.42%
COM
EEM
1.37%
MSCI EMG MKT ETF
AAPL
1.35%
COM
VUG
1.28%
GROWTH ETF
SCHD
1.26%
US DIVIDEND EQ
AEP
1.24%
COM
VTV
1.12%
VALUE ETF
IJR
1.12%
CORE S&P SCP ETF
VNQ
1.07%
REIT ETF
BSV
1.05%
SHORT TRM BOND
IWF
1.04%
RUS 1000 GRW ETF
VWO
1.01%
FTSE EMR MKT ETF
PFE
0.98%
COM
DIS
0.97%
COM DISNEY
MCD
0.96%
COM
MDT
0.84%
SHS
CVX
0.82%
COM
DUK
0.78%
COM NEW
FTA
0.77%
COM SHS
FLOT
0.74%
FLTG RATE BD ETF
FDN
0.74%
DJ INTERNT IDX
MUB
0.68%
NAT AMT FREE BD
AMZN
0.67%
COM
KO
0.66%
COM
SPYG
0.66%
S&P 500 GROWTH
INTC
0.64%
COM
LZB
0.64%
COM
RFEM
0.63%
RIVR FRNT DYN
IJH
0.63%
CORE S&P MCP ETF
XOM
0.62%
COM
RFEU
0.62%
RIVRFRNT DYN EUR
RFDI
0.62%
RIVRFRNT DYN DEV
FYX
0.62%
COM SHS
FV
0.58%
DORSEY WRT 5 ETF
VOT
0.56%
MCAP GR IDXVIP
FB
0.55%
CL A
VOE
0.53%
MCAP VL IDXVIP
GIS
0.52%
COM
AGG
0.52%
CORE TOTUSBD ETF
CLX
0.52%
COM
AFL
0.51%
COM
AZO
0.49%
COM
VO
0.49%
MID CAP ETF
ADP
0.49%
COM
VB
0.48%
SMALL CP ETF
WMT
0.47%
COM
MO
0.47%
COM
QQQ
0.47%
UNIT SER 1
RLY
0.47%
MULT ASS RLRTN
EFX
0.46%
COM
BLK
0.46%
COM
RFAP
0.46%
RIVRFRNT DY ASIA
JNK
0.46%
BLOOMBERG BRCLYS
UTX
0.45%
COM
AMAT
0.45%
COM
NOC
0.44%
COM
MCHP
0.44%
COM
IEFA
0.44%
CORE MSCI EAFE
CRM
0.44%
COM
WM
0.44%
COM
VTI
0.44%
TOTAL STK MKT
CAT
0.44%
COM
VYM
0.43%
HIGH DIV YLD
BLKB
0.41%
COM
CINF
0.41%
COM
USMV
0.41%
USA MIN VOL ETF
GWRE
0.41%
COM
BMY
0.41%
COM
HF
0.4%
CL A
TGT
0.39%
COM
VZ
0.39%
COM
SJNK
0.39%
SHT TRM HGH YLD
VWOB
0.39%
EMERG MKT BD ETF
MMM
0.38%
COM
KMB
0.38%
COM
INGR
0.38%
COM
CBS
0.38%
CL B
CMP
0.37%
COM
INVA
0.36%
COM
PEP
0.36%
COM
GLD
0.35%
GOLD SHS
DD
0.35%
COM
AMLP
0.34%
ALERIAN MLP
MCK
0.34%
COM
CAH
0.34%
COM
HDV
0.34%
HIGH DIVIDND ETF
SCHW
0.33%
COM
COHR
0.32%
COM
BK
0.32%
COM
COST
0.31%
COM
XLK
0.31%
TECHNOLOGY
IWW
0.3%
RUS 3000 VAL ETF
COP
0.3%
COM
AMJ
0.3%
ALERIAN ML ETN
HYG
0.29%
IBOXX HI YD ETF
IVW
0.29%
S&P 500 GRWT ETF
VXF
0.29%
EXTEND MKT ETF
IWC
0.28%
MICRO-CAP ETF
TLT
0.28%
20+ YR TR BD ETF
JPM
0.28%
COM
VSS
0.28%
FTSE SMCAP ETF
BIIB
0.28%
COM
SCZ
0.28%
EAFE SML CP ETF
AMG
0.27%
COM
OEF
0.27%
S&P 100 ETF
BAC
0.26%
COM
SYY
0.25%
COM
QTEC
0.24%
SHS
GOVT
0.24%
U.S. TRS BD ETF
CBND
0.23%
BRC ISSUER SCORD
GNR
0.23%
GLB NAT RESRCE
LEG
0.23%
COM
DOW
0.22%
COM
IWM
0.22%
RUSSELL 2000 ETF
PNC
0.22%
COM
VTIP
0.21%
STRM INFPROIDX
FM
0.21%
MSCI FRNTR100ETF
VCIT
0.2%
INT-TERM CORP
PBP
0.2%
S&P500 BUY WRT
VPU
0.19%
UTILITIES ETF
STLD
0.19%
COM
SPYD
0.19%
SP500 HIGH DIV
BA
0.19%
COM
TDIV
0.19%
NASD TECH DIV
SHM
0.18%
NUVN BR SHT MUNI
PJUL
0.18%
S&P 500 PWR
EXC
0.18%
COM
CSCO
0.18%
COM
REM
0.17%
MTG REL ETF NEW
UUP
0.16%
BULLISH FD
FXG
0.16%
CONSUMR STAPLE
NS
0.16%
PRN
ETR
0.16%
COM
FITB
0.16%
COM
STOR
0.15%
PRN
DVY
0.15%
SELECT DIVID ETF
ISHG
0.15%
3YRTB ETF
NVDA
0.14%
COM
FXO
0.14%
FINLS ALPHADEX
GE
0.14%
COM
FXH
0.14%
HLTH CARE ALPH
CTVA
0.14%
COM
NUE
0.13%
COM
BNDX
0.13%
INTL BD IDX ETF
PGX
0.13%
PFD ETF
SO
0.13%
COM
VBR
0.13%
SM CP VAL ETF
PSK
0.13%
WELLS FG PFD ETF
IYW
0.13%
U.S. TECH ETF
PGF
0.13%
FINL PFD ETF
MRK
0.13%
COM
VOO
0.12%
SHS
EFA
0.12%
MSCI EAFE ETF
ALTY
0.12%
SUPER DIV ALTR
IVE
0.12%
S&P 500 VAL ETF
FDT
0.12%
DEV MRK EX US
VNQI
0.12%
GLB EX US ETF
FXR
0.12%
INDLS PROD DUR
HD
0.12%
COM
RYT
0.11%
S&P500 EQL TEC
LOW
0.11%
COM
HYMB
0.11%
NUV HGHYLD MUN
F
0.11%
COM PAR $0.01
RYU
0.11%
S&P500 EQL UTL
EWRE
0.11%
S&P500 EQL REL
UNH
0.11%
COM
VMBS
0.11%
MORTG-BACK SEC
CGC
0.11%
COM
IEMG
0.11%
CORE MSCI EMKT
HCP
0.11%
PRN
IBM
0.11%
COM
KNOW
0.1%
ALL CP INSIDER
GOOGL
0.1%
CAP STK CL A
MORT
0.1%
MTG REIT INCOME
CVS
0.1%
COM
GSK
0.1%
SPONSORED ADR
ACWI
0.1%
MSCI ACWI ETF
DEM
0.1%
EMERG MKTS ETF
KBWD
0.1%
KBW HIG DV YLD
HYD
0.1%
HIGH YLD MUN ETF
EMB
0.1%
JP MOR EM MK ETF
TIP
0.1%
TIPS BD ETF
BRK.B
0.09%
CL B NEW
YYY
0.09%
YLD SHS HGH INC
AMGN
0.09%
COM
FDL
0.09%
SHS
IJT
0.09%
SP SMCP600GR ETF
FXL
0.09%
TECH ALPHADEX
NZF
0.09%
COM SH BEN INT
FTCS
0.09%
CAP STRENGTH ETF
PCEF
0.09%
CEF INM COMPSI
XLV
0.09%
SBI HEALTHCARE
MA
0.09%
CL A
TD
0.08%
COM NEW
FEX
0.08%
COM SHS
SNY
0.08%
SPONSORED ADR
IYR
0.08%
U.S. REAL ES ETF
SQ
0.08%
CL A
UPS
0.08%
CL B
IBCP
0.08%
COM NEW
FXD
0.08%
CONSUMR DISCRE
EMLP
0.08%
NO AMER ENERGY
IYH
0.08%
US HLTHCARE ETF
NKE
0.08%
CL B
PYPL
0.08%
COM
IAGG
0.08%
CORE INTL AGGR
RY
0.08%
COM
KMI
0.08%
COM
ABT
0.08%
COM
CSX
0.07%
COM
FDX
0.07%
COM
FXU
0.07%
UTILITIES ALPH
EWX
0.07%
S&P EMKTSC ETF
SPYV
0.07%
S&P 500 VALUE
SHY
0.07%
1-3 YR TR BD ETF
ACB
0.07%
COM
CMG
0.07%
COM
UAA
0.07%
CL A
HBAN
0.07%
COM
IHI
0.07%
U.S. MED DVC ETF
XLF
0.06%
SBI INT-FINL
FSIC
0.06%
COM
GSBD
0.06%
SHS
VXUS
0.06%
VG TL INTL STK F
BNS
0.06%
COM
FTXO
0.06%
NASDAQ BK ETF
OUSA
0.06%
OSHARS FTSE US
K
0.06%
COM
PDI
0.06%
SHS
SCHV
0.06%
US LCAP VA ETF
CP
0.06%
COM
SPHD
0.06%
S&P500 HDL VOL
BP
0.06%
SPONSORED ADR
CM
0.06%
COM
PCI
0.06%
COM SHS
CL
0.06%
COM
HCN
0.06%
COM
BDCS
0.06%
EXCH SEC LKD41
FMB
0.06%
MANAGD MUN ETF
SBUX
0.06%
COM
PNQI
0.06%
NASDAQ INTERNT
TWOK
0.06%
SPDR RUSSEL 2000
IJS
0.05%
SP SMCP600VL ETF
HYLS
0.05%
FIRST TR TA HIYL
DMO
0.05%
COM
ONEQ
0.05%
NDQ CP IDX TRK
VTR
0.05%
COM
HON
0.05%
COM
BAX
0.05%
COM
PM
0.05%
COM
GOOG
0.05%
CAP STK CL C
SDIV
0.05%
GLB X SUPERDIV
RSX
0.05%
RUSSIA ETF
EW
0.05%
COM
RSCO
0.05%
SM CAP COMPLETE
X
0.05%
COM
FEM
0.05%
EMERG MKT ALPH
TWTR
0.05%
COM
GM
0.05%
COM
LNT
0.05%
COM
RTN
0.05%
COM NEW
DEO
0.05%
SPON ADR NEW
DTE
0.05%
COM
OKE
0.05%
COM
BJUL
0.05%
S&P 500 BUFFER
ROKU
0.05%
CL A
GPC
0.05%
COM
MAIN
0.05%
COM
IYF
0.05%
U.S. FINLS ETF
BYND
0.05%
COM
KBWY
0.05%
KBW PREM YIELD
FHLC
0.05%
MSCI HLTH CARE I
SHOP
0.04%
CL A
CPRT
0.04%
COM
VBK
0.04%
SML CP GRW ETF
BABA
0.04%
SPONSORED ADS
DLTR
0.04%
COM
FBT
0.04%
NY ARCA BIOTECH
IXUS
0.04%
CORE MSCITOTAL
QCOM
0.04%
COM
IWB
0.04%
RUS 1000 ETF
BUD
0.04%
SPONSORED ADR
OLED
0.04%
COM
MT
0.04%
NY REGISTRY SH
FTY
0.04%
REAL EST 50 ETF
GREK
0.04%
FTSE GREECE 20
WTW
0.04%
COM
TAK
0.04%
SPONSORED ADS
IAU
0.04%
ISHARES
ETW
0.03%
COM
MBTF
0.03%
COM
PGAL
0.03%
GLB X FTSE PT 20
PSEC
0.03%
COM
TSI
0.03%
COM
FXN
0.03%
ENERGY ALPHADX
TV
0.02%
SPON ADR REP ORD
SIRI
0.02%
COM
EXTR
0.02%
COM
AKS
0.01%
COM
FIT
0.01%
CL A
ROYT
0.01%
PRN
PVL
0.01%
PRN
FGP
0.01%
UNIT LTD PART
SDR
< 0.01%
PRN
FVE
< 0.01%
COM
DWDP
0.75%
COM
JNK
0.46%
BRC HGH YLD BD
ORCL
0.45%
COM
UTHR
0.41%
COM
IDCC
0.35%
COM
LEA
0.31%
COM NEW
SPY
0.28%
PUT
SHV
0.21%
SHRT TRS BD ETF
RYH
0.13%
S&P500 EQL HLT
GGG
0.12%
COM
EYPT
0.07%
COM
FCEF
0.06%
CEF INCM OPPTY
VCSH
0.06%
SHRT TRM CORP BD
DWX
0.05%
S&P INTL ETF
PANW
0.05%
COM
TNDM
0.05%
COM NEW
XLE
0.05%
SBI INT-ENERGY
TOT
0.05%
SPONSORED ADR
LMT
0.04%
COM
GXC
0.04%
S&P CHINA ETF
CAJ
0.04%
SPONSORED ADR
MELI
0.04%
COM
NFLX
0.04%
COM
EWI
0.04%
MSCI ITL ETF NEW
LLY
0.04%
COM
NVO
0.04%
ADR
TLRY
0.04%
COM CL 2
EWS
0.04%
MSCI SINGPOR ETF
IWS
0.04%
RUS MDCP VAL ETF
TLT
0.04%
CALL
PLND
0.04%
POLAND ETF
ABB
0.03%
SPONSORED ADR
NLY
0.03%
COM
TSLA
0.03%
PUT
WMT
0.02%
CALL
ADP
0.01%
CALL
MSFT
0.01%
CALL
AEP
0.01%
CALL
MCD
0.01%
CALL
SPY
0.01%
CALL
ABBV
0.01%
CALL
MDT
0.01%
CALL
CVX
0.01%
CALL
ETR
0.01%
CALL
CLX
0.01%
CALL
XOM
0.01%
CALL
EXC
0.01%
CALL
VIG
0.01%
CALL
MMM
0.01%
CALL
JNJ
0.01%
CALL
PG
0.01%
CALL
VZ
0.01%
CALL
EMR
0.01%
CALL
AFL
0.01%
CALL
BSX
0.01%
CALL
PFE
0.01%
CALL
KMB
0.01%
CALL
PEP
0.01%
CALL
KO
0.01%
CALL
APRN
0.01%
CL A
DUK
0.01%
CALL
ED
0.01%
CALL
SYY
0.01%
CALL
DWDP
0.01%
CALL
T
0.01%
CALL
EEM
0.01%
CALL
LEG
0.01%
CALL
MO
< 0.01%
CALL
UNIT
< 0.01%
COM
AGNC
< 0.01%
PRN
GE
< 0.01%
CALL
NMM
< 0.01%
PRN
CINF
< 0.01%
CALL