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) 338

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 3.61%
Financial 57.63%
Healthcare 5.74%
Services 12.68%
Technology 3.96%
Transportation 0.49%
Utilities 4.35%

1,024 Positions as of 09/30/2014

Company Class Value of Shares ($1,000s) ▼ Change in Value ($1,000s) Change (%) Shares Held
COMPANHIA ENERGETICA DE MINAS SP ADR N-V PFD -10 Sold Out 0
CONTINENTAL RESOURCES INC COM -18 Sold Out 0
COVANCE INC COM -36 Sold Out 0
CREDIT SUISSE NASSAU BRH INVRS VIX STERM -18 Sold Out 0
CREDIT SUISSE NASSAU BRH INVRS VIX MDTERM -25 Sold Out 0
DOMINION RES INC VA NEW COM -7 Sold Out 0
DUKE REALTY CORP COM NEW -22 Sold Out 0
EPAM SYS INC COM -39 Sold Out 0
FIRST TR EXCH TRD ALPHA FD II EMERG MKT ALPH -17 Sold Out 0
GREEN PLAINS INC COM -17 Sold Out 0
HIMAX TECHNOLOGIES INC SPONSORED ADR -6 Sold Out 0
INSYS THERAPEUTICS INC NEW COM NEW -8 Sold Out 0
INTERNATIONAL GAME TECHNOLOGY COM -2 Sold Out 0
ISHARES MSCI SPAN CP ETF -165 Sold Out 0
ISHARES MSCI TAIWAN ETF -239 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 -42 Sold Out 0


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