Regal Investment Advisors LLC Q2 2017 Filing

Filed August 10, 2017

Portfolio Value

$403.7B

Holdings

261

Report Date

Q2 2017

Filing Type

13F-HR

All Holdings (261 positions)

#StockSharesValue% PortfolioType
1
IVVISHARES TR
62,368$15.2B3.76%
2
IJRISHARES TR
129,633$9.1B2.25%
3
LQDISHARES TR
74,598$9.0B2.23%
4
SPYSPDR S&P 500 ETF TR
35,933$8.7B2.15%
5
PFFISHARES TR
197,056$7.7B1.91%
6
VEAVANGUARD TAX MANAGED INTL FD
171,659$7.1B1.76%
7
ABBVABBVIE INC
78,860$5.7B1.42%
8
AOAISHARES
109,377$5.7B1.40%
9
VWOVANGUARD INTL EQUITY INDEX F
135,329$5.5B1.37%
10
AAPLAPPLE INC
38,019$5.5B1.36%
11
EEMISHARES TR
129,213$5.3B1.32%
12
TAT&T INC
138,964$5.2B1.30%
13
VUGVANGUARD INDEX FDS
39,713$5.0B1.25%
14
IJHISHARES TR
28,554$5.0B1.23%
15
SCHDSCHWAB STRATEGIC TR
110,008$5.0B1.23%
16
EDCONSOLIDATED EDISON INC
61,104$4.9B1.22%
17
MCDMCDONALDS CORP
32,107$4.9B1.22%
18
DOW CHEM CO
74,062$4.7B1.16%
19
GEGENERAL ELECTRIC CO
172,312$4.7B1.15%
20
MOALTRIA GROUP INC
61,009$4.5B1.13%
21
MSFTMICROSOFT CORP
65,178$4.5B1.11%
22
BSVVANGUARD BD INDEX FD INC
55,745$4.5B1.10%
23
FTAFIRST TR LRG CP VL ALPHADEX
86,093$4.3B1.07%
24
VIGVANGUARD SPECIALIZED PORTFOL
44,713$4.1B1.03%
25
DISDISNEY WALT CO
38,601$4.1B1.02%
26
PGPROCTER AND GAMBLE CO
45,092$3.9B0.97%
27
JNJJOHNSON & JOHNSON
28,747$3.8B0.94%
28
LZBLA Z BOY INC
116,451$3.8B0.94%
29
EMREMERSON ELEC CO
61,718$3.7B0.91%
30
FLOTISHARES TR
71,392$3.6B0.90%
31
VTVVANGUARD INDEX FDS
37,063$3.6B0.89%
32
VNQVANGUARD INDEX FDS
42,996$3.6B0.89%
33
AORISHARES
78,126$3.4B0.84%
34
PEPPEPSICO INC
28,010$3.2B0.80%
35
POWERSHARES QQQ TRUST
23,404$3.2B0.80%
36
BRK/BBERKSHIRE HATHAWAY INC DEL
18,635$3.2B0.78%
37
LOWLOWES COS INC
37,463$2.9B0.72%
38
FPFFIRST TR EXCH TRADED FD III
47,119$2.9B0.71%
39
HDVISHARES TR
34,382$2.9B0.71%
40
DUKDUKE ENERGY CORP NEW
33,919$2.8B0.70%
41
TLTISHARES TR
22,329$2.8B0.69%
42
GOOGALPHABET INC
3,034$2.8B0.68%
43
FDNFIRST TR EXCHANGE TRADED FD
28,974$2.7B0.68%
44
GBXGREENBRIER COS INC
57,586$2.7B0.66%
45
MUBISHARES TR
23,875$2.6B0.65%
46
IWFISHARES TR
21,717$2.6B0.64%
47
VVISA INC
27,425$2.6B0.64%
48
RFDIFIRST TR EXCH TRADED FD III
42,595$2.6B0.63%
49
TESORO CORP
26,841$2.5B0.62%
50
MONSANTO CO NEW
20,749$2.5B0.61%
51
WFCWELLS FARGO CO NEW
44,181$2.4B0.61%
52
FYXFIRST TR SML CP CORE ALPHA F
44,027$2.4B0.61%
53
AMGNAMGEN INC
14,145$2.4B0.60%
54
BLKCHFBLACKROCK INC
5,745$2.4B0.60%
55
CALPINE CORP
176,232$2.4B0.59%
56
CERNCHFCERNER CORP
35,452$2.4B0.58%
57
AGGISHARES TR
21,441$2.3B0.58%
58
USMVISHARES TR
47,125$2.3B0.57%
59
INSYEURINSYS THERAPEUTICS INC NEW
181,603$2.3B0.57%
60
RFEMFIRST TR EXCH TRADED FD III
36,829$2.3B0.57%
61
IWOISHARES TR
13,589$2.3B0.57%
62
VOEVANGUARD INDEX FDS
22,236$2.3B0.57%
63
UBNTEURUBIQUITI NETWORKS INC
43,821$2.3B0.56%
64
UNPUNION PAC CORP
20,820$2.3B0.56%
65
VOTVANGUARD INDEX FDS
19,072$2.2B0.56%
66
MCKMCKESSON CORP
13,428$2.2B0.55%
67
AXPAMERICAN EXPRESS CO
26,208$2.2B0.55%
68
FIRST TR EXCH TRADED FD III
38,222$2.2B0.53%
69
VTIVANGUARD INDEX FDS
17,243$2.1B0.53%
70
NSUSDNUSTAR ENERGY LP
45,614$2.1B0.53%
71
DDOMINION ENERGY INC
27,692$2.1B0.53%
72
AEPAMERICAN ELEC PWR INC
29,681$2.1B0.51%
73
COPCONOCOPHILLIPS
46,766$2.1B0.51%
74
CMPCOMPASS MINERALS INTL INC
31,296$2.0B0.51%
75
MMM3M CO
9,718$2.0B0.50%
76
FAIFIRST TR EXCHANGE TRADED FD
79,922$2.0B0.49%
77
WSMWILLIAMS SONOMA INC
40,446$2.0B0.49%
78
XOMEXXON MOBIL CORP
24,176$2.0B0.48%
79
HN9HANESBRANDS INC
82,820$1.9B0.48%
80
CLXCLOROX CO DEL
14,394$1.9B0.48%
81
FDTFIRST TR EXCH TRD ALPHA FD I
34,724$1.9B0.48%
82
AQLTISHARES TR
30,831$1.9B0.46%
83
KOCOCA COLA CO
41,458$1.9B0.46%
84
STTSPDR SERIES TRUST
49,825$1.9B0.46%
85
EXPRESS SCRIPTS HLDG CO
28,932$1.8B0.46%
86
VGKVANGUARD INTL EQUITY INDEX F
31,978$1.8B0.44%
87
AQLTISHARES TR
18,419$1.7B0.42%
88
IUSVISHARES TR
30,131$1.5B0.38%
89
CINFCINCINNATI FINL CORP
20,754$1.5B0.37%
90
BACBANK AMER CORP
61,984$1.5B0.37%
91
EMBISHARES TR
13,152$1.5B0.37%
92
VWOBVANGUARD WHITEHALL FDS INC
18,263$1.5B0.36%
93
RLYSSGA ACTIVE ETF TR
58,547$1.4B0.35%
94
PNCPNC FINL SVCS GROUP INC
11,093$1.4B0.34%
95
EWJISHARES INC
25,457$1.4B0.34%
96
VBVANGUARD INDEX FDS
9,691$1.3B0.33%
97
VOVANGUARD INDEX FDS
8,977$1.3B0.32%
98
REMISHARES TR
27,291$1.3B0.31%
99
HYGISHARES TR
14,205$1.3B0.31%
100
IWCISHARES TR
13,781$1.2B0.30%
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