REGAL INVESTMENT ADVISORS, LLC Information

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

Report Date: 03/31/2014

Position Statistics

Total Positions 1,102
New Positions 172
Increased Positions 492
Decreased Positions 266
Positions with Activity 758
Sold Out Positions 92
Total Mkt Value (in $ millions) 250

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

Sector Weighting

Basic Materials 3.08%
Capital Goods 2.23%
Conglomerates 0%
Consumer Cyclical 1.95%
Consumer/Non-Cyclical 3.19%
Energy 5.2%
Financial 51.54%
Healthcare 7.48%
Services 8.21%
Technology 7.48%
Transportation 2.45%
Utilities 3.22%

1,102 Positions as of 03/31/2014

Company Class Value of Shares ($1,000s) Change in Value ($1,000s) Change (%) ▲ Shares Held
ACETO CORP COM -6 Sold Out 0
ADVENT CLAY CONV SEC INC FD II COM Sold Out 0
AEGON NV PFD PER 6.875% -19 Sold Out 0
ALPS ETF TR US EQTHIVOLPT WR -2 Sold Out 0
AMERICA MOVIL SAB DE CV SPON ADR L SHS -1 Sold Out 0
AMERICAN AIRLS GROUP INC COM -30 Sold Out 0
AMERICAN RAILCAR INDS INC COM -38 Sold Out 0
AMERIGAS PARTNERS L P UNIT L P INT -13 Sold Out 0
ANWORTH MORTGAGE ASSET CP COM -1 Sold Out 0
ASML HOLDING N V N Y REGISTRY SHS -30 Sold Out 0
BIO-REFERENCE LABS INC COM $.01 NEW -4 Sold Out 0
BOFI HLDG INC COM -7 Sold Out 0
CHINA MOBILE LIMITED SPONSORED ADR -31 Sold Out 0
CLAYMORE EXCHANGE TRD FD TR GUGG ENH SHT DUR -1 Sold Out 0
CORE LABORATORIES N V COM -41 Sold Out 0
COSTAMARE INC SHS -2 Sold Out 0
CVR REFNG LP COMUNIT REP LT -4 Sold Out 0
DARDEN RESTAURANTS INC COM -16 Sold Out 0
DIAMOND OFFSHORE DRILLING INC COM -11 Sold Out 0
DOLBY LABORATORIES INC COM -4 Sold Out 0