REGAL INVESTMENT ADVISORS LLC Information

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

Report Date: 09/30/2014

Position Statistics

Total Positions 1,026
New Positions 107
Increased Positions 403
Decreased Positions 293
Positions with Activity 696
Sold Out Positions 57
Total Mkt Value (in $ millions) 342

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

Sector Weighting

Basic Materials 2.04%
Capital Goods 1.14%
Conglomerates 0%
Consumer Cyclical 0.94%
Consumer/Non-Cyclical 4.09%
Energy 5.06%
Financial 57.47%
Healthcare 5.73%
Services 12.38%
Technology 3.92%
Transportation 0.47%
Utilities 3.2%

1,026 Positions as of 09/30/2014

Company Class Value of Shares ($1,000s) Change in Value ($1,000s) Change (%) ▲ Shares Held
AKORN INC COM -37 Sold Out 0
ALPS ETF TR C&S GLOBL ETF Sold Out 0
APPLIED MATLS INC COM -1 Sold Out 0
ATLAS RESOURCE PARTNERS LP COM UNT LTD PR -3 Sold Out 0
BITAUTO HLDGS LTD SPONSORED ADS -26 Sold Out 0
BLACKROCK MUN INCOME TR BRIC ETF -21 Sold Out 0
BONANZA CREEK ENERGY INC COM -4 Sold Out 0
BORGWARNER INC COM -29 Sold Out 0
BURGER KING WORLDWIDE INC COM -38 Sold Out 0
CARLYLE GROUP L P COM UTS LTD PTN -1 Sold Out 0
CENTERPOINT ENERGY INC COM -3 Sold Out 0
CHICAGO BRIDGE & IRON CO N V COM -11 Sold Out 0
CHINA MOBILE LIMITED SPONSORED ADR -65 Sold Out 0
COMPANHIA ENERGETICA DE MINAS SP ADR N-V PFD -11 Sold Out 0
CONTINENTAL RESOURCES INC COM -27 Sold Out 0
COVANCE INC COM -35 Sold Out 0
CREDIT SUISSE NASSAU BRH INVRS VIX STERM -20 Sold Out 0
CREDIT SUISSE NASSAU BRH INVRS VIX MDTERM -26 Sold Out 0
DOMINION RES INC VA NEW COM -6 Sold Out 0
DUKE REALTY CORP COM NEW -20 Sold Out 0


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