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Home > Institutional Investor > Regal Investment Advisors Llc > Profile

Instuitional Investor - Regal Investment Advisors Llc

Fund Profile
Filing Period:
Fund Name: Regal Investment Advisors Llc
Portfolio Value $475,008,000
Fund Holdings Sector Distribution
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value (x$1000) % Port
1.
Ishares Trust
 IEF 57,020 $16,691 3.51%
2.
Ishares Trust
 IEF 101,176 $11,628 2.44%
3.
Vanguard Tax Managed Intl Fd
 209,339 $9,058 1.9%
4.
Spdr S & P 500 Etf Trust
 SPY 28,825 $8,380 1.76%
5.
Abbvie Inc.
 ABBV 84,783 $8,019 1.68%
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