Portfolio (Quarterly)
Guide ↗
Regal Investment Advisors LLC
· CIK 0001559789| # | Ticker | Company | Sector | Shares | Value ↓ | % Port | Status |
|---|---|---|---|---|---|---|---|
| 1 | XYLD | GLOBAL X FDS | — | 39,081 | $1.6M | 0.10% | SOLD |
| 2 | IGV | ISHARES TR | — | 12,214 | $1.3M | 0.08% | SOLD |
| 3 | INTU | INTUIT | Technology | 1,397 | $926K | 0.06% | SOLD |
| 4 | — | CYBERARK SOFTWARE LTD | — | 1,871 | $835K | 0.05% | SOLD |
| 5 | CPRT | COPART INC | Industrials | 21,168 | $829K | 0.05% | SOLD |
| 6 | GTLS | CHART INDS INC | Industrials | 3,690 | $761K | 0.05% | SOLD |
| 7 | CIBR | FIRST TR EXCHANGE TRADED FD | — | 8,554 | $611K | 0.04% | SOLD |
| 8 | IQDF | FLEXSHARES TR | — | 18,627 | $566K | 0.03% | SOLD |
| 9 | TYL | TYLER TECHNOLOGIES INC | Technology | 1,215 | $552K | 0.03% | SOLD |
| 10 | QTUM | ETF SER SOLUTIONS | — | 4,273 | $469K | 0.03% | SOLD |
| 11 | UTHR | UNITED THERAPEUTICS CORP DEL | Healthcare | 795 | $387K | 0.02% | SOLD |
| 12 | EMQQ | EXCHANGE TRADED CONCEPTS TRU | — | 9,242 | $373K | 0.02% | SOLD |
| 13 | CALM | CAL MAINE FOODS INC | Consumer Defensive | 4,357 | $347K | 0.02% | SOLD |
| 14 | VT | VANGUARD INTL EQUITY INDEX F | — | 2,202 | $311K | 0.02% | SOLD |
| 15 | ECG | EVERUS CONSTR GROUP | Industrials | 3,199 | $274K | 0.02% | SOLD |
| 16 | VCRB | VANGUARD MALVERN FDS | — | 3,298 | $257K | 0.01% | SOLD |
| 17 | UCON | FIRST TR EXCHNG TRADED FD VI | — | 10,036 | $253K | 0.01% | SOLD |
| 18 | HOOD | ROBINHOOD MKTS INC | Financial Services | 2,213 | $250K | 0.01% | SOLD |
| 19 | UAA | UNDER ARMOUR INC | Consumer Cyclical | 27,575 | $137K | 0.01% | SOLD |
| 20 | SLS | SELLAS LIFE SCIENCES GROUP I | Healthcare | 35,900 | $135K | 0.01% | SOLD |
Sector Allocation
Financial Services
21.9%
Technology
20.5%
Healthcare
13.6%
Consumer Defensive
10.1%
Industrials
7.4%
Energy
7.4%
Communication Services
6.6%
Consumer Cyclical
6.0%
Utilities
4.0%
Basic Materials
1.8%