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
GLOBAL X FDS GLB X GURU INDEX 19 -2 (9.33) 680
CF INDS HLDGS INC COM 18 -3,092 (99.41) 57
ARM HLDGS PLC SPONSORED ADR 18 New 350
TESORO CORP COM 18 New 200
WISDOMTREE TR EMG MKTS SMCAP 18 15 541.67 385
KAYNE ANDERSON MDSTM ENERGY FD COM 18 18 New 530
ISHARES INTRM GOV/CR ETF 18 8 75.82 160
VANGUARD BD INDEX FD INC INTERMED TERM 18 18 New 207
L BRANDS INC COM 17 New 200
ALLIANCEBERNSTEIN GBL HGH INCM COM 17 3 19.59 1,404
AK STL HLDG CORP COM 17 New 3,245
HOWARD BANCORP INC COM 17 New 1,230
ALLIANZGI CONV & INCOME FD COM 17 New 1,900
PRUDENTIAL FINL INC COM 17 9 100 200
PEMBINA PIPELINE CORP COM 17 New 510
TRANSATLANTIC PETROLEUM LTD SHS NEW 17 New 3,000
MACQUARIE FT TR GB INF UT DIV COM 17 New 1,000
BIOGEN INC COM 17 12 250 42
VANGUARD NAT RES LLC COM UNIT 17 New 1,000
SCHWAB STRATEGIC TR INTL EQTY ETF 17 New 518