WA

WFG Advisors Portfolio holdings

AUM $442M
1-Year Est. Return 12.46%
This Quarter Est. Return
1 Year Est. Return
+12.46%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$363M
AUM Growth
+$4.56M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,920
New
Increased
Reduced
Closed

Top Buys

1
+$2.12M
2
+$1.89M
3
+$1.67M
4
IFV icon
First Trust Dorsey Wright International Focus 5 ETF
IFV
+$1.49M
5
BKT icon
BlackRock Income Trust
BKT
+$1.17M

Top Sells

1
+$1.36M
2
+$1.26M
3
+$1.14M
4
KMI.WS
Kinder Morgan Inc
KMI.WS
+$1.08M
5
CFRX
ContraFect Corporation
CFRX
+$1.03M

Sector Composition

1 Energy 12.48%
2 Financials 10.93%
3 Healthcare 6.55%
4 Technology 6.16%
5 Real Estate 5.98%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
426
$147K 0.04%
2,195
-9,888
427
$145K 0.04%
1,516
+502
428
$144K 0.04%
2,240
429
$143K 0.04%
7,148
+563
430
$143K 0.04%
+3,048
431
$143K 0.04%
2,262
-34
432
$141K 0.04%
6,718
433
$141K 0.04%
2,758
+321
434
$141K 0.04%
6,150
+1,116
435
$141K 0.04%
2,789
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436
$141K 0.04%
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437
$141K 0.04%
9,349
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438
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439
$140K 0.04%
6,004
-245
440
$139K 0.04%
747
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441
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442
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2,196
443
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444
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2,663
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445
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1,481
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446
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447
$138K 0.04%
2,606
+1,003
448
$137K 0.04%
4,103
+2,003
449
$137K 0.04%
1,182
-732
450
$137K 0.04%
23,698
+21,790
16 17
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