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) 249

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

Sector Weighting

Basic Materials 3%
Capital Goods 2.27%
Conglomerates 0%
Consumer Cyclical 1.95%
Consumer/Non-Cyclical 3.21%
Energy 5.14%
Financial 51.66%
Healthcare 7.37%
Services 8.3%
Technology 7.5%
Transportation 2.41%
Utilities 3.22%

172 New Positions as of 03/31/2014

Company Class Value of Shares ($1,000s) ▼ Change in Value ($1,000s) Change (%) Shares Held
SALIX PHARMACEUTICALS INC COM 2,388 2,388 New 18,111
ESTERLINE TECHNOLOGIES CORP COM 2,071 2,071 New 18,432
CUMMINS INC COM 2,071 2,071 New 13,556
OLD DOMINION FGHT LINES INC COM 2,069 2,069 New 33,474
NATUS MEDICAL INC DEL COM 1,995 1,995 New 78,841
METHODE ELECTRS INC COM 1,913 1,913 New 56,398
CREDIT ACCEP CORP MICH COM 1,716 1,716 New 14,445
FIRST TR EXCHANGE TRADED FD DJ INTERNT IDX 1,395 1,395 New 23,670
FIRST TR EXCHANGE TRADED FD II HLTH CARE ALPH 970 970 New 18,123
MAGNUM HUNTER RES CORP DEL COM 921 921 New 126,696
FIRST TR EXCHANGE TRADED FD II TECH ALPHADEX 721 721 New 22,168
FIRST TR EXCHANGE TRADED FD IV NO AMER ENERGY 676 676 New 25,048
STEEL DYNAMICS INC COM 620 620 New 33,394
FIRST TR EXCHANGE TRADED FD VI NASD TECH DIV 535 535 New 19,652
FIRST TR EXCHANGE TRADED FD NY ARCA BIOTECH 498 498 New 6,170
FIRST TR EXCH TRD ALPHA FD II DEV MRK EX US 432 432 New 8,206
FIRST TR LRGE CP CORE ALPHA FD COM SHS 402 402 New 9,095
FIRST TR EXCHANGE TRADED FD II CONSUMR STAPLE 398 398 New 10,113
FIRST TR EXCHANGE TRADED FD II FINLS ALPHADEX 398 398 New 17,960
HELMERICH & PAYNE INC COM 389 389 New 3,402


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