REGAL INVESTMENT ADVISORS LLC Information

2687 44TH STREET SE, KENTWOOD, Michigan, 49512, (616) 224-2204

Report Date: 12/31/2014

Position Statistics

Total Positions 1,080
New Positions 117
Increased Positions 443
Decreased Positions 386
Positions with Activity 829
Sold Out Positions 141
Total Mkt Value (in $ millions) 380

Institutional Holdings information is filed by major institutions on form 13-F with the Securities and Exchange Commission.

Sector Weighting

Basic Materials 2.95%
Capital Goods 0.82%
Conglomerates 0%
Consumer Cyclical 6.02%
Consumer/Non-Cyclical 2.85%
Energy 4.03%
Financial 55.76%
Healthcare 5.24%
Services 10.26%
Technology 4.68%
Transportation 1.02%
Utilities 2.38%

1,080 Positions as of 12/31/2014

Company Class Value of Shares ($1,000s) ▼ Change in Value ($1,000s) Change (%) Shares Held
LA Z BOY INC COM 14,967 14,537 3,376.18 559,318
ISHARES TR IBOXX INV CP ETF 14,351 1,564 12.23 117,423
ISHARES TR 20+ YR TR BD ETF 10,667 628 6.25 81,147
ISHARES TR CORE S&P500 ETF 6,754 -61 (0.9) 32,262
VANGUARD INDEX FDS REIT ETF 6,571 3,931 148.89 80,327
ISHARES TR CORE US AGGBD ET 6,475 536 9.02 57,981
ISHARES TR USA MIN VOL ETF 6,444 6,427 39,084.75 156,739
VANGUARD WHITEHALL FDS INC HIGH DIV YLD 5,645 115 2.08 81,984
ISHARES TR MSCI EMG MKT ETF 5,567 -1,331 (19.29) 130,375
ISHARES TR MSCI EAFE ETF 4,979 -1,678 (25.21) 75,471
POWERSHARES QQQ TRUST UNIT SER 1 4,757 389 8.92 44,873
ISHARES TR RUSSELL 2000 ETF 4,501 312 7.46 36,169
SPDR S&P 500 ETF TR TR UNIT 4,330 616 16.60 20,821
SPDR SERIES TRUST WELLS FG PFD ETF 4,166 246 6.29 92,732
STURM RUGER & CO INC COM 4,112 3,853 1,489.52 75,502
ISHARES U.S. PFD STK ETF 3,966 -12 (0.3) 99,350
VANGUARD TAX MANAGED INTL FD FTSE DEV MKT ETF 3,778 606 19.12 92,112
LOWES COS INC COM 3,731 50 1.36 51,427
ISHARES MBS ETF 3,576 210 6.24 32,371
ABBOTT LABS COM 3,457 477 15.99 74,737


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