REGAL INVESTMENT ADVISORS LLC Information

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

Report Date: 09/30/2014

Position Statistics

Total Positions 1,024
New Positions 107
Increased Positions 402
Decreased Positions 292
Positions with Activity 694
Sold Out Positions 57
Total Mkt Value (in $ millions) 337

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

Sector Weighting

Basic Materials 1.85%
Capital Goods 1.08%
Conglomerates 0%
Consumer Cyclical 0.96%
Consumer/Non-Cyclical 4.14%
Energy 3.62%
Financial 57.69%
Healthcare 5.7%
Services 12.69%
Technology 3.94%
Transportation 0.49%
Utilities 4.32%

1,024 Positions as of 09/30/2014

Company Class Value of Shares ($1,000s) ▼ Change in Value ($1,000s) Change (%) Shares Held
FIRST TR EXCHANGE TRADED FD II CONSUMR DISCRE 1,800 1,729 2,428.50 50,570
SPDR GOLD TRUST GOLD SHS 1,775 1,195 205.93 15,743
MCDONALDS CORP COM 1,764 172 10.83 18,795
DOW CHEM CO COM 1,663 -64 (3.71) 36,149
SCHLUMBERGER LTD COM 1,652 1,634 8,769.63 18,981
ALPS ETF TR ALERIAN MLP 1,609 -26 (1.61) 91,699
VANGUARD INDEX FDS MID CAP ETF 1,601 -23 (1.44) 12,836
FIRST TR EXCHANGE TRADED FD DJ INTERNT IDX 1,554 New 24,990
NUSTAR ENERGY LP UNIT COM 1,532 64 4.34 26,799
ISHARES 3YRTB ETF 1,532 -51 (3.25) 18,135
PRICELINE GRP INC COM NEW 1,417 1,304 1,157.14 1,232
SELECT SECTOR SPDR TR SBI MATERIALS 1,416 -3 (0.24) 28,866
ISHARES TR CORE S&P SCP ETF 1,334 315 30.92 11,698
VANGUARD INDEX FDS SMALL CP ETF 1,333 -15 (1.15) 11,394
POWERSHARES ETF TRUST FINL PFD PTFL 1,287 48 3.86 71,163
ISHARES TR FLTG RATE BD ETF 1,278 -44 (3.31) 25,263
PROCTER & GAMBLE CO COM 1,206 140 13.16 12,951
ISHARES TR SELECT DIVID ETF 1,171 1 .07 14,576
GS FIN CORP ETN CLAYMORE37 1,163 48 4.32 66,936
PHILLIPS 66 COM 1,147 215 23.07 15,915


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