Institution Information
| Reportee | Signature Date | Report period | Total Entries | Total AUM($) |
|---|---|---|---|---|
| REGAL INVESTMENT ADVISORS LLC | 02-14-2024 | 12-31-2023 | 544 | 1,321,954,323 |
Institutional Holdings
| Issuer | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta(%) | Date Reported |
|---|---|---|---|---|---|---|---|---|---|
| VANGUARD SCOTTSDALE FDS | INT-TERM CORP | 151 | $2,307,428 | 28,389 | 0.00 | 0.00 | -31,355 | -52.48 | 12-31-2023 |
| ISHARES TR | CORE HIGH DV ETF | 152 | $2,305,608 | 22,606 | 0.00 | 0.00 | 518 | 2.35 | 12-31-2023 |
| ISHARES TR | RUSSELL 2000 ETF | 153 | $2,282,935 | 11,374 | 0.00 | 0.00 | 1,595 | 16.31 | 12-31-2023 |
| ISHARES TR | RUS 1000 GRW ETF | 154 | $2,266,114 | 7,475 | 0.00 | 0.00 | 145 | 1.98 | 12-31-2023 |
