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
876
$57K 0.01%
301
+76
877
$57K 0.01%
2,565
878
$57K 0.01%
1,000
879
$57K 0.01%
1,639
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880
$57K 0.01%
5,561
-2,437
881
$57K 0.01%
+1,640
882
$57K 0.01%
3,196
+29
883
$56K 0.01%
1,073
-237
884
$56K 0.01%
+1,326
885
$56K 0.01%
2,159
-1,625
886
$56K 0.01%
1,495
+81
887
$56K 0.01%
555
-217
888
$56K 0.01%
3,970
-1,630
889
$56K 0.01%
1,747
+7
890
$56K 0.01%
2,000
891
$56K 0.01%
900
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$55K 0.01%
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893
$55K 0.01%
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894
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895
$55K 0.01%
2
-7
896
$55K 0.01%
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897
$55K 0.01%
4,195
898
$55K 0.01%
2,220
899
$54K 0.01%
564
900
$54K 0.01%
2,836
34 35
36
37 38