REGAL INVESTMENT ADVISORS LLC Information

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

Report Date: 03/31/2015

Position Statistics

Total Positions 1,097
New Positions 154
Increased Positions 483
Decreased Positions 338
Positions with Activity 821
Sold Out Positions 89
Total Mkt Value (in $ millions) 397

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

Sector Weighting

Basic Materials 3.85%
Capital Goods 1.02%
Conglomerates 0%
Consumer Cyclical 3.62%
Consumer/Non-Cyclical 3.83%
Energy 3.89%
Financial 56.06%
Healthcare 5.95%
Services 10.17%
Technology 4.52%
Transportation 0.83%
Utilities 2.27%

483 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 13,624 67 .49 117,999
ISHARES TR CORE US AGGBD ET 8,017 1,730 27.51 73,930
ISHARES TR USA MIN VOL ETF 7,403 1,004 15.68 181,322
ISHARES TR CORE S&P500 ETF 7,143 414 6.15 34,245
VANGUARD INDEX FDS REIT ETF 6,546 432 7.07 86,002
ISHARES TR MSCI EAFE ETF 6,206 1,378 28.53 97,005
ISHARES TR MSCI EMG MKT ETF 6,151 965 18.60 154,623
POWERSHARES QQQ TRUST UNIT SER 1 5,525 681 14.05 51,178
ISHARES TR CORE S&P MCP ETF 5,328 4,243 390.83 35,472
ISHARES U.S. PFD STK ETF 4,714 830 21.36 120,572
CREDIT ACCEP CORP MICH COM 4,401 330 8.10 16,853
SPDR S&P 500 ETF TR TR UNIT 4,370 53 1.23 21,078
SPDR SERIES TRUST WELLS FG PFD ETF 4,061 16 .40 93,106
AT&T INC COM 3,876 210 5.73 108,468
VANGUARD TAX MANAGED INTL FD FTSE DEV MKT ETF 3,717 32 .87 92,909
LOWES COS INC COM 3,531 101 2.95 52,942
ABBVIE INC COM 3,529 380 12.08 51,743
BERKSHIRE HATHAWAY INC DEL CL B NEW 3,470 234 7.23 25,259
SPDR S&P MIDCAP 400 ETF TR UTSER1 S&PDCRP 3,366 60 1.82 12,293
ISHARES INTL SEL DIV ETF 3,342 205 6.55 102,503


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