REGAL INVESTMENT ADVISORS LLC Information

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

Report Date: 09/30/2014

Position Statistics

Total Positions 1,022
New Positions 107
Increased Positions 401
Decreased Positions 291
Positions with Activity 692
Sold Out Positions 57
Total Mkt Value (in $ millions) 339

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

Sector Weighting

Basic Materials 1.73%
Capital Goods 0.99%
Conglomerates 0%
Consumer Cyclical 0.96%
Consumer/Non-Cyclical 4.15%
Energy 3.46%
Financial 57.78%
Healthcare 5.86%
Services 12.84%
Technology 3.86%
Transportation 0.47%
Utilities 4.39%

1,022 Positions as of 09/30/2014

Company Class Value of Shares ($1,000s) ▼ Change in Value ($1,000s) Change (%) Shares Held
COVANCE INC COM -37 Sold Out 0
CREDIT SUISSE NASSAU BRH INVRS VIX MDTERM -24 Sold Out 0
CREDIT SUISSE NASSAU BRH INVRS VIX STERM -16 Sold Out 0
DOMINION RES INC VA NEW COM -7 Sold Out 0
DUKE REALTY CORP COM NEW -24 Sold Out 0
EPAM SYS INC COM -38 Sold Out 0
FIRST TR EXCH TRD ALPHA FD II EMERG MKT ALPH -18 Sold Out 0
GREEN PLAINS INC COM -16 Sold Out 0
HIMAX TECHNOLOGIES INC SPONSORED ADR -7 Sold Out 0
INSYS THERAPEUTICS INC NEW COM NEW -9 Sold Out 0
INTERNATIONAL GAME TECHNOLOGY COM -2 Sold Out 0
ISHARES MSCI TAIWAN ETF -252 Sold Out 0
ISHARES MSCI SPAN CP ETF -154 Sold Out 0
JOHN BEAN TECHNOLOGIES CORP COM -6 Sold Out 0
LAWSON PRODS INC COM -2 Sold Out 0
LUBYS INC COM -1 Sold Out 0
MOTOROLA SOLUTIONS INC COM NEW -3 Sold Out 0
NIELSEN N V COM -41 Sold Out 0
NOODLES & CO CL A -8 Sold Out 0
NUVEEN MICH QUALITY INCOME MUN COM -252 Sold Out 0


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