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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 $329,335,000
Fund Holdings Sector Distribution
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value (x$1000) % Port
1.
Ishares Trust
 IEF 42,085 $11,491 3.48%
2.
Spdr S & P 500 Etf Trust
 SPY 29,970 $8,130 2.46%
3.
Ishares Trust
 IEF 65,953 $7,556 2.29%
4.
Vanguard Tax Managed Intl Fd
 131,505 $5,642 1.71%
5.
Microsoft Corp
 MSFT 55,843 $5,507 1.67%
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