REGAL INVESTMENT ADVISORS LLC Information

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

Report Date: 12/31/2014

Position Statistics

Total Positions 1,081
New Positions 117
Increased Positions 443
Decreased Positions 387
Positions with Activity 830
Sold Out Positions 141
Total Mkt Value (in $ millions) 378

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

Sector Weighting

Basic Materials 2.92%
Capital Goods 0.79%
Conglomerates 0%
Consumer Cyclical 6.16%
Consumer/Non-Cyclical 2.77%
Energy 3.78%
Financial 55.68%
Healthcare 5.23%
Services 10.55%
Technology 4.75%
Transportation 1.07%
Utilities 2.37%

1,081 Positions as of 12/31/2014

Company Class Value of Shares ($1,000s) ▼ Change in Value ($1,000s) Change (%) Shares Held
METLIFE INC COM 4 4 New 75
KIRBY CORP COM 4 4 New 50
RENEWABLE ENERGY GROUP INC COM NEW 4 4 New 400
URBAN EDGE PPTYS COM 4 4 New 155
ENERGY XXI LTD USD UNRS SHS 4 -1 (28.57) 1,000
POWERSHS DB US DOLLAR INDEX TR DOLL INDX BEAR 4 New 168
MARKET VECTORS ETF TR MINOR METALS 4 New 143
FIVE BELOW INC COM 4 4 New 100
CHICOS FAS INC COM 4 New 200
CAMDEN PPTY TR SH BEN INT 4 4 New 45
UNILEVER N V N Y SHS NEW 4 -9 (71.91) 84
BROADCOM CORP CL A 3 New 80
TUPPERWARE BRANDS CORP COM 3 3 New 50
TORONTO DOMINION BK ONT COM NEW 3 -8 (68.87) 80
FRANCO NEVADA CORP COM 3 -5 (58.82) 70
DEVON ENERGY CORP NEW COM 3 -5 (57.25) 56
IMAX CORP COM 3 New 100
JDS UNIPHASE CORP COM PAR $0.001 3 New 256
ENCANA CORP COM 3 2 111.27 300
CREDIT SUISSE NASSAU BRH VS 3XLGCRUDE ETN 3 3 New 1,500


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