REGAL INVESTMENT ADVISORS LLC Information

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

Report Date: 03/31/2015

Position Statistics

Total Positions 1,092
New Positions 153
Increased Positions 480
Decreased Positions 337
Positions with Activity 817
Sold Out Positions 88
Total Mkt Value (in $ millions) 410

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

Sector Weighting

Basic Materials 3.97%
Capital Goods 1.04%
Conglomerates 0%
Consumer Cyclical 3.56%
Consumer/Non-Cyclical 3.8%
Energy 4.18%
Financial 55.85%
Healthcare 6.03%
Services 10.15%
Technology 4.54%
Transportation 0.88%
Utilities 2.31%

480 INCREASED Positions as of 03/31/2015

Company Class Value of Shares ($1,000s) ▼ Change in Value ($1,000s) Change (%) Shares Held
ISHARES TR IBOXX INV CP ETF 13,904 68 .49 117,999
ISHARES TR CORE US AGGBD ET 8,117 1,751 27.51 73,930
ISHARES TR USA MIN VOL ETF 7,581 1,028 15.68 181,322
ISHARES TR CORE S&P500 ETF 7,344 425 6.15 34,245
VANGUARD INDEX FDS REIT ETF 6,884 454 7.07 86,002
ISHARES TR MSCI EMG MKT ETF 6,609 1,036 18.60 154,623
ISHARES TR MSCI EAFE ETF 6,594 1,464 28.53 97,005
POWERSHARES QQQ TRUST UNIT SER 1 5,654 697 14.05 51,178
ISHARES TR CORE S&P MCP ETF 5,462 4,349 390.83 35,472
ISHARES U.S. PFD STK ETF 4,806 846 21.36 120,572
SPDR S&P 500 ETF TR TR UNIT 4,489 55 1.23 21,078
SPDR SERIES TRUST WELLS FG PFD ETF 4,162 17 .40 93,106
CREDIT ACCEP CORP MICH COM 3,962 297 8.10 16,853
VANGUARD TAX MANAGED INTL FD FTSE DEV MKT ETF 3,921 34 .87 92,909
AT&T INC COM 3,765 204 5.73 108,468
LOWES COS INC COM 3,682 105 2.95 52,942
BERKSHIRE HATHAWAY INC DEL CL B NEW 3,652 246 7.23 25,259
ISHARES INTL SEL DIV ETF 3,587 220 6.55 102,503
WESTERN UN CO COM 3,557 189 5.63 157,677
SPDR S&P MIDCAP 400 ETF TR UTSER1 S&PDCRP 3,452 62 1.82 12,293


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