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) 407

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

Sector Weighting

Basic Materials 3.93%
Capital Goods 1.03%
Conglomerates 0%
Consumer Cyclical 3.56%
Consumer/Non-Cyclical 3.81%
Energy 4.14%
Financial 55.91%
Healthcare 6.03%
Services 10.14%
Technology 4.57%
Transportation 0.87%
Utilities 2.31%

1,092 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 7,305 -7,646 (51.14) 273,290
STURM RUGER & CO INC COM 224 -3,840 (94.48) 4,165
VANGUARD WHITEHALL FDS INC HIGH DIV YLD 2,091 -3,618 (63.37) 30,028
ISHARES TR 20+ YR TR BD ETF 6,819 -3,118 (31.38) 55,686
CF INDS HLDGS INC COM 18 -3,074 (99.41) 57
CME GROUP INC COM 6 -3,025 (99.82) 60
URBAN OUTFITTERS INC COM 16 -2,687 (99.39) 470
WHOLE FOODS MKT INC COM 36 -2,443 (98.53) 857
GOOGLE INC CL C 37 -2,295 (98.4) 70
BRISTOW GROUP INC COM 3 -1,983 (99.83) 57
POWERSHS DB US DOLLAR INDEX TR DOLL INDX BULL 1,955 -868 (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 812 -464 (36.34) 14,279
ISHARES TR TIPS BD ETF 2,569 -435 (14.48) 22,727
GS FIN CORP ETN CLAYMORE37 792 -419 (34.61) 45,066
ISHARES TR S&P 500 GRWT ETF 525 -337 (39.1) 4,520
ISHARES TR U.S. REAL ES ETF 913 -323 (26.16) 12,080
ISHARES MBS ETF 3,230 -321 (9.04) 29,445
CLAYMORE EXCHANGE TRD FD TR WILSHIRE MCRO CP 5 -258 (98.2) 170


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