REGAL INVESTMENT ADVISORS LLC Information

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

Report Date: 12/31/2014

Position Statistics

Total Positions 1,082
New Positions 117
Increased Positions 444
Decreased Positions 387
Positions with Activity 831
Sold Out Positions 141
Total Mkt Value (in $ millions) 383

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

Sector Weighting

Basic Materials 2.99%
Capital Goods 0.82%
Conglomerates 0%
Consumer Cyclical 5.79%
Consumer/Non-Cyclical 2.88%
Energy 3.85%
Financial 55.22%
Healthcare 5.16%
Services 11.17%
Technology 4.75%
Transportation 1.06%
Utilities 2.37%

1,082 Positions as of 12/31/2014

Company Class Value of Shares ($1,000s) Change in Value ($1,000s) Change (%) ▲ Shares Held
ACUITY BRANDS INC COM -69 Sold Out 0
ADVISORSHARES TR PERITUS HG YLD -2 Sold Out 0
AGL RES INC COM -5 Sold Out 0
AGRIUM INC COM -17 Sold Out 0
ALBEMARLE CORP COM -19 Sold Out 0
ALPS ETF TR BARRONS 400 ETF -10 Sold Out 0
AMERICAN STS WTR CO COM -131 Sold Out 0
ANIKA THERAPEUTICS INC COM -23 Sold Out 0
APOLLO GLOBAL MGMT LLC CL A SHS -11 Sold Out 0
AQUA AMERICA INC COM -19 Sold Out 0
ARRIS GROUP INC NEW COM -22 Sold Out 0
BARCLAYS BK PLC IPATH S&P500 VIX -6 Sold Out 0
BARCLAYS BK PLC S&P 500 VEQTOR -49 Sold Out 0
BLONDER TONGUE LABS INC COM -9 Sold Out 0
BLUE EARTH INC COM -3 Sold Out 0
BOSTON BEER INC CL A -11 Sold Out 0
BROADRIDGE FINL SOLUTIONS INC COM -5 Sold Out 0
BUCKEYE PARTNERS L P UNIT LTD PARTN -141 Sold Out 0
BUCKLE INC COM -10 Sold Out 0
CALAMOS STRATEGIC TOTL RETN FD COM SH BEN INT Sold Out 0


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