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%

1,092 Positions as of 03/31/2015

Company Class Value of Shares ($1,000s) ▼ Change in Value ($1,000s) Change (%) Shares Held
PIMCO ETF TR ENHAN SHRT MA AC 382 -44 (10.33) 3,768
ISHARES TR CORE US TR BD 363 .13 14,416
SPDR SERIES TRUST NUVN BR SHT MUNI 359 35 10.65 14,836
DISH NETWORK CORP CL A 358 New 5,180
TRANSOCEAN LTD REG SHS 355 272 327.05 17,603
HELMERICH & PAYNE INC COM 351 95 37.13 4,665
WELLS FARGO & CO NEW COM 345 167 94.17 6,163
VANGUARD SCOTTSDALE FDS INT-TERM CORP 343 -32 (8.5) 3,983
UNITED PARCEL SERVICE INC CL B 342 -99 (22.44) 3,370
GRAN TIERRA ENERGY INC COM 337 153 83.33 101,118
VENTAS INC COM 334 326 3,725 4,896
NOVARTIS A G SPONSORED ADR 331 95 39.98 3,186
VANGUARD INTL EQUITY INDEX FD FTSE SMCAP ETF 328 47 16.83 3,075
ICON PLC SHS 319 -26 (7.46) 4,801
SELECT SECTOR SPDR TR SBI CONS STPLS 318 -83 (20.78) 6,452
SELECT SECTOR SPDR TR SBI CONS DISCR 317 237 298.74 4,115
PLAINS ALL AMERN PIPELINE L P UNIT LTD PARTN 316 219 226.04 6,635
VANGUARD INDEX FDS TOTAL STK MKT 316 -23 (6.93) 2,863
CORE LABORATORIES N V COM 316 128 68.37 2,544
FEDEX CORP COM 315 3 .84 1,799


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