REGAL INVESTMENT ADVISORS LLC Information

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

Report Date: 06/30/2014

Position Statistics

Total Positions 1,087
New Positions 79
Increased Positions 355
Decreased Positions 386
Positions with Activity 741
Sold Out Positions 171
Total Mkt Value (in $ millions) 278

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

Sector Weighting

Basic Materials 2.33%
Capital Goods 1.25%
Conglomerates 0%
Consumer Cyclical 0.96%
Consumer/Non-Cyclical 4.27%
Energy 5.5%
Financial 53.47%
Healthcare 6.07%
Services 13.83%
Technology 4.46%
Transportation 0.56%
Utilities 3.46%

1,087 Positions as of 06/30/2014

Company Class Value of Shares ($1,000s) ▲ Change in Value ($1,000s) Change (%) Shares Held
51JOB INC SP ADR REP COM -29 Sold Out 0
ACE LIMITED SHS -38 Sold Out 0
ACUSPHERE INC COM NEW Sold Out 0
AKZO NOBEL NV SPONSORED ADR -2 Sold Out 0
ALLERGAN INC COM -35 Sold Out 0
ALLIANCE DATA SYSTEMS CORP COM -23 Sold Out 0
ALLIANCEBERNSTEIN HOLDING LP UNIT LTD PARTN -16 Sold Out 0
ALTIUS MINERALS CORP COM -5 Sold Out 0
AMERICAN HOME MTG INVT CORP COM Sold Out 0
AMERICAN LD LEASE INC PFDSER A 7.75NEW -7 Sold Out 0
AMERICAN RLTY CAP PPTYS INC PFD F 6.70% -225 Sold Out 0
AMERICARE HEALTH SCAN INC COM Sold Out 0
ANPATH GROUP INC COM PAR $0.001 Sold Out 0
AON PLC SHS CL A -38 Sold Out 0
ATHEROGENICS INC COM Sold Out 0
AVEC CORP COM Sold Out 0
AXA SA SPONSORED ADR -117 Sold Out 0
B/E AEROSPACE INC COM -17 Sold Out 0
BANK NEW YORK MELLON CORP DP1/4000 PFD-C -12 Sold Out 0
BIG BEAR MNG CORP COM NEW Sold Out 0