REGAL INVESTMENT ADVISORS, LLC Information

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

Report Date: 03/31/2014

Position Statistics

Total Positions 1,102
New Positions 172
Increased Positions 492
Decreased Positions 266
Positions with Activity 758
Sold Out Positions 92
Total Mkt Value (in $ millions) 250

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

Sector Weighting

Basic Materials 3.07%
Capital Goods 2.26%
Conglomerates 0%
Consumer Cyclical 1.95%
Consumer/Non-Cyclical 3.16%
Energy 5.2%
Financial 51.52%
Healthcare 7.55%
Services 8.2%
Technology 7.47%
Transportation 2.45%
Utilities 3.2%

266 DECREASED Positions as of 03/31/2014

Company Class Value of Shares ($1,000s) ▼ Change in Value ($1,000s) Change (%) Shares Held
ISHARES CORE S&P500 ETF 2,863 -853 (22.95) 14,322
ISHARES U.S. PFD STK ETF 2,844 -343 (10.76) 71,465
VANGUARD TAX MANAGED INTL FD FTSE DEV MKT ETF 2,751 -168 (5.75) 64,799
VANGUARD INDEX FDS VALUE ETF 2,696 -233 (7.94) 32,749
ISHARES RUS 1000 GRW ETF 2,526 -342 (11.93) 27,557
VANGUARD INDEX FDS MID CAP ETF 1,581 -299 (15.92) 13,322
VANGUARD INDEX FDS SMALL CP ETF 1,380 -104 (7.03) 12,011
CLAYMORE EXCHANGE TRD FD TR GUG MULTI ASSET 1,206 -38 (3.03) 46,274
ISHARES CORE S&P SCP ETF 1,168 -503 (30.1) 10,684
ISHARES SELECT DIVID ETF 1,138 -98 (7.93) 15,026
CLOROX CO DEL COM 742 -47 (5.9) 8,227
UNITED PARCEL SERVICE INC CL B 665 -13 (1.95) 6,374
ISHARES TR CORE HIGH DV ETF 663 -38 (5.39) 8,753
ISHARES GLOB UTILITS ETF 618 -36 (5.45) 12,514
REALTY INCOME CORP COM 607 -28 (4.34) 13,413
EMERSON ELEC CO COM 523 -33 (6) 7,800
ISHARES S&P 500 GRWT ETF 496 -452 (47.68) 4,643
POWERSHARES GLOBAL ETF FD S&P 500 BUYWRT 486 -121 (19.88) 22,386
SPDR SERIES TRUST S&P DIVID ETF 465 -1 (0.18) 6,110
HEALTHCARE TR AMER INC CL A 403 -110 (21.53) 32,871


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