REGAL INVESTMENT ADVISORS LLC Information

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

Report Date: 03/31/2015

Position Statistics

Total Positions 1,097
New Positions 154
Increased Positions 483
Decreased Positions 338
Positions with Activity 821
Sold Out Positions 89
Total Mkt Value (in $ millions) 397

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

Sector Weighting

Basic Materials 3.85%
Capital Goods 1.02%
Conglomerates 0%
Consumer Cyclical 3.62%
Consumer/Non-Cyclical 3.83%
Energy 3.89%
Financial 56.06%
Healthcare 5.95%
Services 10.17%
Technology 4.52%
Transportation 0.83%
Utilities 2.27%

1,097 Positions as of 03/31/2015

Company Class Value of Shares ($1,000s) Change in Value ($1,000s) ▲ Change (%) Shares Held
LA Z BOY INC COM 7,179 -7,514 (51.14) 273,290
STURM RUGER & CO INC COM 237 -4,058 (94.48) 4,165
VANGUARD WHITEHALL FDS INC HIGH DIV YLD 2,036 -3,522 (63.37) 30,028
CF INDS HLDGS INC COM 18 -3,109 (99.41) 285
CME GROUP INC COM 6 -3,051 (99.82) 60
ISHARES TR 20+ YR TR BD ETF 6,460 -2,953 (31.38) 55,686
URBAN OUTFITTERS INC COM 17 -2,735 (99.39) 470
GOOGLE INC CL C 37 -2,256 (98.4) 70
WHOLE FOODS MKT INC COM 34 -2,253 (98.53) 857
BRISTOW GROUP INC COM 3 -1,767 (99.83) 57
POWERSHS DB US DOLLAR INDEX TR DOLL INDX BULL 1,925 -855 (30.76) 76,485
VANGUARD MALVERN FDS STRM INFPROIDX 1,457 -758 (34.22) 29,912
SSGA ACTIVE ETF TR ULT SHT TRM BD -623 Sold Out 0
MARKET VECTORS ETF TR AGRIBUS ETF 795 -454 (36.34) 14,279
ISHARES TR TIPS BD ETF 2,548 -431 (14.48) 22,727
GS FIN CORP ETN CLAYMORE37 775 -410 (34.61) 45,066
ISHARES TR S&P 500 GRWT ETF 518 -333 (39.1) 4,520
ISHARES MBS ETF 3,190 -317 (9.04) 29,445
ISHARES TR U.S. REAL ES ETF 876 -311 (26.16) 12,080
CLAYMORE EXCHANGE TRD FD TR WILSHIRE MCRO CP 5 -263 (98.2) 170