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
851
$61K 0.01%
890
+211
852
$61K 0.01%
1,391
-652
853
$61K 0.01%
1,489
+21
854
$61K 0.01%
3,349
-1
855
$60K 0.01%
939
+4
856
$60K 0.01%
386
-3,700
857
$60K 0.01%
1,138
-2
858
$60K 0.01%
622
859
$60K 0.01%
2,788
-85
860
$60K 0.01%
2,277
+436
861
$60K 0.01%
+4,768
862
$59K 0.01%
786
+699
863
$59K 0.01%
1,201
+1
864
$59K 0.01%
1,152
+220
865
$59K 0.01%
2,856
+972
866
$59K 0.01%
1,486
-598
867
$59K 0.01%
61
-2
868
$59K 0.01%
1,121
-241
869
$59K 0.01%
+3,500
870
$58K 0.01%
970
871
$58K 0.01%
2,351
-2,125
872
$58K 0.01%
1,343
-50
873
$58K 0.01%
1,156
874
$58K 0.01%
771
+400
875
$57K 0.01%
1,253
33 34
35
36 37