REGAL INVESTMENT ADVISORS LLC Information

2687 44TH STREET SE, KENTWOOD, Michigan, 49512, (616) 224-2204

Report Date: 03/31/2015

Position Statistics

Total Positions 1,097
New Positions 154
Increased Positions 483
Decreased Positions 338
Positions with Activity 821
Sold Out Positions 89
Total Mkt Value (in $ millions) 397

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

Sector Weighting

Basic Materials 3.85%
Capital Goods 1.02%
Conglomerates 0%
Consumer Cyclical 3.62%
Consumer/Non-Cyclical 3.83%
Energy 3.89%
Financial 56.06%
Healthcare 5.95%
Services 10.17%
Technology 4.52%
Transportation 0.83%
Utilities 2.27%

1,097 Positions as of 03/31/2015

Company Class Value of Shares ($1,000s) ▼ Change in Value ($1,000s) Change (%) Shares Held
CISCO SYS INC COM 74 13 20.48 2,700
ISHARES TR U.S. INDS ETF 74 11 18.14 697
SPDR INDEX SHS FDS DJ GLB RL ES ETF 73 6 8.35 1,584
CATERPILLAR INC DEL COM 73 25 52.73 866
SPDR DOW JONES INDL AVRG ETF UT SER 1 73 23 45.39 410
MBT FINL CORP COM 70 -151 (68.16) 12,270
DEERE & CO COM 70 -2 (2.81) 727
VANGUARD BD INDEX FD INC TOTAL BND MRKT 69 69 New 854
PG&E CORP COM 69 69 New 1,384
USD PARTNERS LP COM UT REP LTD 69 23 50 6,000
POWERSHARES ETF TRUST INTL DIV ACHV 68 New 3,965
VANGUARD WORLD FDS HEALTH CAR ETF 67 38 131.22 474
STRATASYS LTD SHS 66 .37 1,919
DELTA AIR LINES INC DEL COM NEW 66 12 22.16 1,654
BLACKROCK CORE BD TR SHS BEN INT 65 New 5,125
WATERS CORP COM 65 New 500
HELIX ENERGY SOLUTIONS GRP INC COM 64 New 5,205
FMC TECHNOLOGIES INC COM 64 New 1,600
CURIS INC COM 64 New 20,000
ADVISORSHARES TR NEWFLT MULSINC 63 -32 (33.95) 1,280