REGAL INVESTMENT ADVISORS LLC Information

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

Report Date: 06/30/2015

Position Statistics

Total Positions 1,092
New Positions 83
Increased Positions 337
Decreased Positions 382
Positions with Activity 719
Sold Out Positions 117
Total Mkt Value (in $ millions) 369

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

Sector Weighting

Basic Materials 3.3%
Capital Goods 0.43%
Conglomerates 0.01%
Consumer Cyclical 3.71%
Consumer/Non-Cyclical 3.57%
Energy 3.6%
Financial 55.35%
Healthcare 6.96%
Services 10.69%
Technology 4.23%
Transportation 1.18%
Utilities 2.44%

1,092 Positions as of 06/30/2015

Company Class Value of Shares ($1,000s) ▼ Change in Value ($1,000s) Change (%) Shares Held
UNITEDHEALTH GROUP INC COM -12 Sold Out 0
UNIVERSAL INS HLDGS INC COM -38 Sold Out 0
VANGUARD NAT RES LLC COM UNIT -10 Sold Out 0
VOYA GLBL EQTY DIV & PREM OPP COM -10 Sold Out 0
WABCO HLDGS INC COM -270 Sold Out 0
WESTERN DIGITAL CORP COM -1 Sold Out 0
WISDOMTREE TR EARNING 500 FD -40 Sold Out 0
WISDOMTREE TR SMALLCAP DIVID -983 Sold Out 0
WISDOMTREE TR INDIA ERNGS FD -96 Sold Out 0
WISDOMTREE TR EUROPE HEDGED EQ -7 Sold Out 0
WISDOMTREE TR SMLCAP EARN FD -10 Sold Out 0
ZOETIS INC CL A -14 Sold Out 0


Create your free portfolio