REGAL INVESTMENT ADVISORS LLC Information

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

Report Date: 09/30/2014

Position Statistics

Total Positions 1,026
New Positions 107
Increased Positions 403
Decreased Positions 293
Positions with Activity 696
Sold Out Positions 57
Total Mkt Value (in $ millions) 343

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

Sector Weighting

Basic Materials 2.01%
Capital Goods 1.11%
Conglomerates 0%
Consumer Cyclical 0.95%
Consumer/Non-Cyclical 4.08%
Energy 4.94%
Financial 57.55%
Healthcare 5.76%
Services 12.42%
Technology 3.95%
Transportation 0.47%
Utilities 3.2%

1,026 Positions as of 09/30/2014

Company Class Value of Shares ($1,000s) ▼ Change in Value ($1,000s) Change (%) Shares Held
INTERCONTINENTAL HOTELS GROUP SPON ADR NEW2014 19 -5 (21.73) 443
ISHARES GOLD TRUST ISHARES 18 New 1,580
ALLIANZGI CONV & INCOME FD COM 18 New 1,900
POWERSHARES GLOBAL ETF TRUST FDM HG YLD RAFI 18 -20 (52.81) 932
FRANKLIN UNVL TR SH BEN INT 18 New 2,500
SMUCKER J M CO COM NEW 18 New 175
WISDOMTREE TR TTL EARNING FD 18 .42 237
PRUDENTIAL FINL INC COM 17 9 100 200
WISDOMTREE TR EUROPE SMCP DV 17 New 325
EAGLE MATERIALS INC COM 17 17 New 190
SOLARCITY CORP COM 17 New 300
ALIBABA GROUP HLDG LTD SPONSORED ADS 17 17 New 150
VENTAS INC COM 17 New 238
MACQUARIE FT TR GB INF UT DIV COM 17 New 1,000
ANDERSONS INC COM 17 New 300
LILLY ELI & CO COM 17 -14 (45.13) 248
FIRSTENERGY CORP COM 17 New 457
TELEFONICA S A SPONSORED ADR 17 -2 (8.77) 1,051
EDWARDS LIFESCIENCES CORP COM 17 -7 (28.89) 128
FERRELLGAS PARTNERS L.P. UNIT LTD PART 17 1.93 581


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