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 |
|---|---|---|---|---|---|---|---|---|---|
| ISHARES TR | RUS MDCP VAL ETF | 551 | $318,893 | 2,742 | 0.00 | 0.00 | -215 | -7.27 | 12-31-2023 |
| ISHARES TR | ESG AWRE USD ETF | 552 | $318,242 | 13,676 | 0.00 | 0.00 | 362 | 2.72 | 12-31-2023 |
| VANECK ETF TRUST | FALLEN ANGEL HG | 553 | $316,636 | 11,002 | 0.00 | 0.00 | 1,491 | 15.68 | 12-31-2023 |
| INVESCO EXCH TRD SLF IDX FD | BULSHS 2024 CB | 554 | $315,507 | 15,107 | 0.00 | 0.00 | 1,109 | 7.92 | 12-31-2023 |
