REGAL INVESTMENT ADVISORS, LLC Information

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

Report Date: 03/31/2014

Position Statistics

Total Positions 1,102
New Positions 172
Increased Positions 492
Decreased Positions 266
Positions with Activity 758
Sold Out Positions 92
Total Mkt Value (in $ millions) 250

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

Sector Weighting

Basic Materials 3.08%
Capital Goods 2.23%
Conglomerates 0%
Consumer Cyclical 1.95%
Consumer/Non-Cyclical 3.19%
Energy 5.2%
Financial 51.54%
Healthcare 7.48%
Services 8.21%
Technology 7.48%
Transportation 2.45%
Utilities 3.22%

1,102 Positions as of 03/31/2014

Company Class Value of Shares ($1,000s) ▼ Change in Value ($1,000s) Change (%) Shares Held
KIMBERLY CLARK CORP COM 957 115 13.65 8,744
FIRST TR EXCHANGE TRADED FD II DJ GLBL DIVID 938 257 37.76 32,184
MICROSOFT CORP COM 916 356 63.67 20,639
MAGNUM HUNTER RES CORP DEL COM 896 896 New 126,696
PNC FINL SVCS GROUP INC COM 840 .05 9,927
PHILLIPS 66 COM 827 146 21.48 10,073
VANGUARD SCOTTSDALE FDS MORTG-BACK SEC 819 10 1.26 15,632
BERKSHIRE HATHAWAY INC DEL CL B NEW 813 32 4.06 6,338
AMERICAN RLTY CAP PPTYS INC COM 788 301 61.79 61,322
PROCTER & GAMBLE CO COM 748 117 18.44 9,325
CLOROX CO DEL COM 745 -47 (5.9) 8,227
EXXON MOBIL CORP COM 727 323 79.99 6,969
STEEL DYNAMICS INC COM 726 726 New 33,394
FIRST TR EXCHANGE TRADED FD II TECH ALPHADEX 724 724 New 22,168
POWERSHARES GLOBAL ETF TRUST SOVEREIGN DEBT 719 151 26.53 24,507
NUCOR CORP COM 690 5 .75 13,506
FIRST TR EXCHANGE TRADED FD IV NO AMER ENERGY 680 680 New 25,048
UNITED PARCEL SERVICE INC CL B 663 -13 (1.95) 6,374
ISHARES TR CORE HIGH DV ETF 663 -38 (5.39) 8,753
COCA COLA CO COM 653 127 24.03 15,950