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
$646M
AUM Growth
+$44.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
2,399
New
Increased
Reduced
Closed

Top Buys

1
+$5.04M
2
+$4.55M
3
+$3.07M
4
SH icon
ProShares Short S&P500
SH
+$1.67M
5
XOM icon
Exxon Mobil
XOM
+$1.51M

Top Sells

1
+$3.79M
2
+$3.21M
3
+$2.2M
4
NGLS
TARGA RESOURCES PARTNERS LP COM UTS REPTG LTD PARTERSHIP INT
NGLS
+$1.29M
5
IWO icon
iShares Russell 2000 Growth ETF
IWO
+$1.25M

Sector Composition

1 Energy 14.9%
2 Consumer Staples 9.6%
3 Financials 5.64%
4 Utilities 5.28%
5 Industrials 5.1%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
776
$79K 0.01%
1,772
+522
777
$79K 0.01%
649
778
$79K 0.01%
+5,175
779
$79K 0.01%
2,523
+349
780
$79K 0.01%
3,342
-516
781
$78K 0.01%
790
-300
782
$78K 0.01%
7,355
-1,600
783
$77K 0.01%
7,815
+2,010
784
$77K 0.01%
838
+110
785
$77K 0.01%
1,275
-1,689
786
$76K 0.01%
3,008
+16
787
$75K 0.01%
1,557
788
$75K 0.01%
1,050
+200
789
$75K 0.01%
1,925
790
$75K 0.01%
1,478
-30
791
$74K 0.01%
1,077
-207
792
$74K 0.01%
812
+3
793
$74K 0.01%
3,222
+1,311
794
$74K 0.01%
700
795
$73K 0.01%
6,276
796
$73K 0.01%
10,711
-322
797
$73K 0.01%
3,294
+12
798
$73K 0.01%
4,438
799
$73K 0.01%
500
800
$73K 0.01%
1,151
+20
30 31
32
33 34