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) 407

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

Sector Weighting

Basic Materials 3.99%
Capital Goods 1.09%
Conglomerates 0%
Consumer Cyclical 3.5%
Consumer/Non-Cyclical 3.76%
Energy 4.42%
Financial 55.72%
Healthcare 5.92%
Services 10.13%
Technology 4.48%
Transportation 0.96%
Utilities 2.34%

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 3,065 3,065 New 26,275
WADDELL & REED FINL INC CL A 2,915 2,915 New 61,030
MUELLER INDS INC COM 2,851 2,851 New 81,465
INGREDION INC COM 2,833 2,833 New 35,081
POLARIS INDS INC COM 2,731 2,731 New 19,490
GAP INC DEL COM 2,702 2,702 New 68,640
ISHARES 1-3 YR CR BD ETF 900 900 New 8,534
UNITED STATES NATL GAS FUND LP UNIT PAR $0.001 704 704 New 51,055
MARKET VECTORS ETF TR OIL SVCS ETF 658 658 New 16,924
MARKET VECTORS ETF TR GOLD MINER ETF 607 607 New 29,999
SPDR SERIES TRUST BRC CNV SECS ETF 412 412 New 8,575
ISHARES MICRO-CAP ETF 303 303 New 3,941
ISHARES 10+ YR CR BD ETF 271 271 New 4,528
TERNIUM SA SPON ADR 262 262 New 12,344
ENSCO PLC SHS CLASS A 260 260 New 9,463
KOREA ELECTRIC PWR SPONSORED ADR 243 243 New 11,158
MYLAN N V SHS EURO 182 182 New 2,500
HONEYWELL INTL INC COM 173 173 New 1,700
GENERAL MLS INC COM 159 159 New 2,850
NIKE INC CL B 126 126 New 1,250