REGAL INVESTMENT ADVISORS LLC Information

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

Report Date: 12/31/2014

Position Statistics

Total Positions 1,081
New Positions 117
Increased Positions 443
Decreased Positions 387
Positions with Activity 830
Sold Out Positions 141
Total Mkt Value (in $ millions) 376

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

Sector Weighting

Basic Materials 2.92%
Capital Goods 0.79%
Conglomerates 0%
Consumer Cyclical 6.09%
Consumer/Non-Cyclical 2.79%
Energy 3.76%
Financial 55.77%
Healthcare 5.25%
Services 10.47%
Technology 4.78%
Transportation 1.07%
Utilities 2.34%

1,081 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 -72 Sold Out 0
ADVISORSHARES TR PERITUS HG YLD -2 Sold Out 0
AGL RES INC COM -5 Sold Out 0
AGRIUM INC COM -16 Sold Out 0
ALBEMARLE CORP COM -17 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 -24 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 -21 Sold Out 0
BARCLAYS BK PLC S&P 500 VEQTOR -46 Sold Out 0
BARCLAYS BK PLC IPATH S&P500 VIX -5 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 -138 Sold Out 0
BUCKLE INC COM -10 Sold Out 0
CALAMOS STRATEGIC TOTL RETN FD COM SH BEN INT Sold Out 0