REGAL INVESTMENT ADVISORS LLC Information

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

Report Date: 06/30/2015

Position Statistics

Total Positions 1,091
New Positions 83
Increased Positions 337
Decreased Positions 382
Positions with Activity 719
Sold Out Positions 117
Total Mkt Value (in $ millions) 352

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

Sector Weighting

Basic Materials 3.29%
Capital Goods 0.42%
Conglomerates 0.01%
Consumer Cyclical 4.02%
Consumer/Non-Cyclical 3.53%
Energy 3.68%
Financial 55.3%
Healthcare 6.65%
Services 10.55%
Technology 4.26%
Transportation 1.18%
Utilities 2.5%

1,091 Positions as of 06/30/2015

Company Class Value of Shares ($1,000s) Change in Value ($1,000s) Change (%) Shares Held ▲
ABENGOA YIELD PLC ORD SHS -2 Sold Out 0
ADVANCE AUTO PARTS INC COM -7 Sold Out 0
ADVENT CLAY CONV SEC INC FD II COM -10 Sold Out 0
ALPINE TOTAL DYNAMIC DIVID FD COM SH BEN INT N -11 Sold Out 0
AMBARELLA INC SHS -43 Sold Out 0
APPLIED MATLS INC COM -12 Sold Out 0
ARIAD PHARMACEUTICALS INC COM -47 Sold Out 0
ARROW ETF TR ARROW DJ GLB YLD -8 Sold Out 0
BADGER METER INC COM -2 Sold Out 0
BEMIS INC COM -98 Sold Out 0
BLACKHAWK NETWORK HLDGS INC COM -1 Sold Out 0
BRITISH AMERN TOB PLC SPONSORED ADR -11 Sold Out 0
CALUMET SPECIALTY PRODS PTNRS UT LTD PARTNER -39 Sold Out 0
CAMDEN PPTY TR SH BEN INT -3 Sold Out 0
CLAYMORE EXCHANGE TRD FD TR GUGG ENH SHT DUR -19 Sold Out 0
COHEN & STEERS INFRASTRUCTURE COM -10 Sold Out 0
COHEN & STEERS SLT PFD INCM FD COM -21 Sold Out 0
COPA HOLDINGS SA CL A -74 Sold Out 0
CURIS INC COM -52 Sold Out 0
DECKERS OUTDOOR CORP COM -8 Sold Out 0


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