REGAL INVESTMENT ADVISORS LLC Information

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

Report Date: 12/31/2014

Position Statistics

Total Positions 1,081
New Positions 117
Increased Positions 443
Decreased Positions 387
Positions with Activity 830
Sold Out Positions 141
Total Mkt Value (in $ millions) 375

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 0.79%
Conglomerates 0%
Consumer Cyclical 6.07%
Consumer/Non-Cyclical 2.78%
Energy 3.8%
Financial 55.77%
Healthcare 5.23%
Services 10.47%
Technology 4.79%
Transportation 1.06%
Utilities 2.33%

830 Activity 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 15,292 14,852 3,376.18 559,318
ISHARES TR IBOXX INV CP ETF 14,185 1,546 12.23 117,423
ISHARES TR 20+ YR TR BD ETF 10,504 618 6.25 81,147
VANGUARD INDEX FDS REIT ETF 6,727 4,024 148.89 80,327
ISHARES TR CORE S&P500 ETF 6,668 -61 (0.9) 32,262
ISHARES TR CORE US AGGBD ET 6,438 533 9.02 57,981
ISHARES TR USA MIN VOL ETF 6,414 6,397 39,084.75 156,739
VANGUARD WHITEHALL FDS INC HIGH DIV YLD 5,540 113 2.08 81,984
ISHARES TR MSCI EMG MKT ETF 5,130 -1,226 (19.29) 130,375
ISHARES TR MSCI EAFE ETF 4,903 -1,653 (25.21) 75,471
POWERSHARES QQQ TRUST UNIT SER 1 4,716 386 8.92 44,873
ISHARES TR RUSSELL 2000 ETF 4,424 307 7.46 36,169
SPDR S&P 500 ETF TR TR UNIT 4,274 608 16.60 20,821
SPDR SERIES TRUST WELLS FG PFD ETF 4,153 246 6.29 92,732
ISHARES U.S. PFD STK ETF 3,981 -12 (0.3) 99,350
LOWES COS INC COM 3,747 50 1.36 51,427
STURM RUGER & CO INC COM 3,735 3,500 1,489.52 75,502
VANGUARD TAX MANAGED INTL FD FTSE DEV MKT ETF 3,710 596 19.12 92,112
ISHARES MBS ETF 3,559 209 6.24 32,371
URBAN OUTFITTERS INC COM 3,515 3,515 New 77,316


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