IR
Superintel
OverviewMarketsWatchlist
© 2026 IR SuperintelMethodologyContact

Regal Investment Advisors LLC

Q3 2013 Holdings

Filed 2013-11-12 | 907 holdings | $5.9M | 13F-HR | View on SEC ↗ · Holdings Table ↗

Sign in to see sub-manager breakdown

IssuerClassCUSIPValue ↑Shares% Portfolio
EL Paso Pipeline PRTMLP283702108$2455,8070.0%
Annaly Capital Management Inc(NLYEUR)REIT035710409$24821,4100.0%
Vodafone Group New ADR FADR92857W209$2497,0800.0%
Spectra Energy Partners LPMLP84756N109$2515,7170.0%
Intel(INTC)Stock458140100$25811,2700.0%
Ishares Russell Midcap Value Index(IWS)ETF464287473$2604,2690.0%
Ishares S&P 500 Growth ETF(IVW)ETF464287309$2632,9380.0%
Ishares Intermediate Credit Bond ETF(IGIB)ETF464288638$2642,4430.0%
Vanguard Consumer Staples ETF(VDC)ETF92204A207$2712,6140.0%
First TR Exch Traded FD Technology Alphadex FD(FXL)ETF33734X176$28010,2970.0%
First Trust Consumer ETF(FXG)ETF33734X119$2848,6320.0%
Ishares S&P Midcap 400 ETF(IJH)ETF464287507$2852,2930.0%
AIR Products & Chem(APD)Stock009158106$2882,6980.0%
First TR Large Cap Core Alphadex FD Comshs(FEX)ETF33734K109$2977,9200.0%
Ishares MBS Bond ETF(MBB)ETF464288588$3052,8790.0%
Healthcare Trust of America, Inc. Class AREIT42225P105$30729,1990.0%
Ishares Russell 1000 Value ETF(IWD)ETF464287598$3163,6650.0%
Ishares S&P 500 Value ETF(IVE)ETF464287408$3184,0610.0%
Vanguard Consumer Discretionary(VCR)ETF92204A108$3183,2150.0%
Health Care Select Sector Spdr(XLV)ETF81369Y209$3226,3650.0%
Technology Select Sector Spdr(XLK)ETF81369Y803$32410,1250.0%
Vanguard Short Term Govt Bond Index FD ETF(VGSH)ETF92206C102$3245,3250.0%
Main Street Capital Corp COM(MAIN)Stock56035L104$32610,9040.0%
Ishares Iboxx Corporate Bond ETF(LQD)ETF464287242$3312,9160.0%
Wisdomtree Emerging Markets Equity Income ETF(DEM)ETF97717W315$3416,5890.0%
3M Company(MMM)Stock88579Y101$3422,8670.0%
Southern Co(SO)Stock842587107$3478,4330.0%
Industrial Select Sector Spdr(XLI)ETF81369Y704$3557,6560.0%
Duke Energy Corp New(DUK)Stock26441C204$3555,3110.0%
Spdr SER TR S&P Divid ETF(SDY)ETF78464A763$3615,2340.0%
Schwab US Aggregate Bond ETF(SCHZ)ETF808524839$3797,4640.0%
Ishares Msci Eafe Growth Index ETF(EFG)ETF464288885$3795,5640.0%
American Realty Capital Properties, IncREIT02917T104$40633,2420.0%
Health Care Ppty Invs IncREIT40414L109$41410,1000.0%
Aflac Inc(AFL)Stock001055102$4226,8000.0%
Ishares Ftse Nareit Real Estate 50(USRT)ETF464288521$42811,0050.0%
First TR Exchange-Traded FD IV North Amern Energy(EMLP)ETF33738D101$42918,7790.0%
Icahn Enterprises Lpdespostitary Unit(IEP)MLP451100101$4415,3000.0%
Nustar Energy LP UnitMLP67058H102$46511,6040.0%
Powershares ETF Senior Loan Port Nyse Arca IncETF73936Q769$47219,1240.0%
Automatic Data Processing Inc(ADP)Stock053015103$4746,5040.0%
S & P Mid Cap 400 DEP Rcpts Mid Cap(MDY)ETF78467Y107$4792,1180.0%
Powershares QQQ TRETF73935A104$4926,2330.0%
Pepsico Inc(PEP)Stock713448108$5066,3670.0%
Caterpillar Inc(CAT)Stock149123101$5246,2820.0%
Realty Income Corp(O)REIT756109104$52513,2050.0%
First TR Morningstardivid Leaders Index FD SHS(FDL)ETF336917109$53825,7950.0%
Ishares Msci Eafe Small Cap ETF(SCZ)ETF464288273$56911,7370.0%
United Parcel Service Inc(UPS)Stock911312106$5826,3740.0%
Procter & Gamble Co(PG)Stock742718109$6037,9730.0%
PreviousPage 16 of 19Next