REGAL INVESTMENT ADVISORS LLC Information

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

Report Date: 03/31/2015

Position Statistics

Total Positions 1,092
New Positions 153
Increased Positions 480
Decreased Positions 337
Positions with Activity 817
Sold Out Positions 88
Total Mkt Value (in $ millions) 411

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

Sector Weighting

Basic Materials 3.97%
Capital Goods 1.07%
Conglomerates 0%
Consumer Cyclical 3.51%
Consumer/Non-Cyclical 3.74%
Energy 4.39%
Financial 55.65%
Healthcare 5.94%
Services 10.19%
Technology 4.51%
Transportation 0.97%
Utilities 2.36%

1,092 Positions as of 03/31/2015

Company Class Value of Shares ($1,000s) ▼ Change in Value ($1,000s) Change (%) Shares Held
SSGA ACTIVE ETF TR ULT SHT TRM BD -623 Sold Out 0
STAR BULK CARRIERS CORP SHS NEW Sold Out 0
STRAYER ED INC COM -1 Sold Out 0
SUN LIFE FINL INC COM -3 Sold Out 0
SWEDISH EXPT CR CORP ROG AGRI ETN22 -1 Sold Out 0
TEAM HEALTH HOLDINGS INC COM -38 Sold Out 0
TELEFONICA BRASIL SA SPONSORED ADR Sold Out 0
THORATEC CORP COM NEW -7 Sold Out 0
TOTAL SYS SVCS INC COM -3 Sold Out 0
UBIQUITI NETWORKS INC COM -7 Sold Out 0
WESTAR ENERGY INC COM -31 Sold Out 0
WISDOMTREE TR TTL EARNING FD -18 Sold Out 0