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) 409

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

Sector Weighting

Basic Materials 3.95%
Capital Goods 1.03%
Conglomerates 0%
Consumer Cyclical 3.54%
Consumer/Non-Cyclical 3.81%
Energy 4.1%
Financial 55.87%
Healthcare 6.07%
Services 10.13%
Technology 4.61%
Transportation 0.88%
Utilities 2.31%

153 New Positions as of 03/31/2015

Company Class Value of Shares ($1,000s) ▼ Change in Value ($1,000s) Change (%) Shares Held
MONSANTO CO NEW COM 3,116 3,116 New 26,275
WADDELL & REED FINL INC CL A 2,935 2,935 New 61,030
MUELLER INDS INC COM 2,881 2,881 New 81,465
INGREDION INC COM 2,876 2,876 New 35,081
POLARIS INDS INC COM 2,823 2,823 New 19,490
GAP INC DEL COM 2,643 2,643 New 68,640
ISHARES 1-3 YR CR BD ETF 901 901 New 8,534
UNITED STATES NATL GAS FUND LP UNIT PAR $0.001 672 672 New 51,055
MARKET VECTORS ETF TR OIL SVCS ETF 622 622 New 16,924
MARKET VECTORS ETF TR GOLD MINER ETF 588 588 New 29,999
SPDR SERIES TRUST BRC CNV SECS ETF 423 423 New 8,575
ISHARES MICRO-CAP ETF 314 314 New 3,941
ISHARES 10+ YR CR BD ETF 269 269 New 4,528
TERNIUM SA SPON ADR 243 243 New 12,344
KOREA ELECTRIC PWR SPONSORED ADR 230 230 New 11,158
ENSCO PLC SHS CLASS A 227 227 New 9,463
MYLAN N V SHS EURO 182 182 New 2,500
HONEYWELL INTL INC COM 180 180 New 1,700
GENERAL MLS INC COM 160 160 New 2,850
BANK OF THE OZARKS INC COM 144 144 New 3,190