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 3.07%
Capital Goods 2.18%
Conglomerates 0%
Consumer Cyclical 1.96%
Consumer/Non-Cyclical 3.11%
Energy 5.24%
Financial 51.48%
Healthcare 7.62%
Services 8.28%
Technology 7.46%
Transportation 2.42%
Utilities 3.2%

1,102 Positions as of 03/31/2014

Company Class Value of Shares ($1,000s) ▼ Change in Value ($1,000s) Change (%) Shares Held
ISHARES TR NA NAT RES 44 New 899
PERMIAN BASIN RTY TR UNIT BEN INT 44 New 3,150
VANGUARD WORLD FDS MATERIALS ETF 44 -1 (2.72) 394
TENCENT HLDGS LTD ADR 44 .77 2,610
LAZARD LTD SHS A 44 .86 820
COSTCO WHSL CORP NEW COM 44 New 366
ENCANA CORP COM 42 -7 (14.89) 1,927
TAIWAN SEMICONDUCTOR MFG LTD SPONSORED ADR 42 -1 (3.12) 2,053
HOLLYFRONTIER CORP COM 42 -13 (23.33) 907
BLACKROCK CORPOR HI YLD FD INC COM 41 .30 3,363
HATTERAS FINL CORP COM 41 4 10.04 2,104
PROSHARES TR PSHS ULT S&P 500 41 New 350
GRUPO AEROPORTUARIO DEL SUREST SPON ADR SER B 40 -5 (11.11) 320
VALE S A ADR 40 -1 (1.93) 2,740
M & T BK CORP COM 40 New 330
SIGNET JEWELERS LIMITED SHS 40 40 New 387
ISHARES SILVER TRUST ISHARES 40 -6 (12.82) 2,019
DR REDDYS LABS LTD ADR 40 2 4.94 871
DELTA AIR LINES INC DEL COM NEW 40 13 46.71 1,049
ISHARES MSCI BRZ CAP ETF 39 New 780