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
1126
$12K ﹤0.01%
300
1127
$12K ﹤0.01%
200
1128
$12K ﹤0.01%
167
+2
1129
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+113
1130
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606
-150
1131
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225
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857
1133
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501
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1134
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+1
1135
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302
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1136
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1137
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1138
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948
1139
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1140
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137
1141
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449
1142
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219
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$12K ﹤0.01%
509
-111
1144
$12K ﹤0.01%
1,225
1145
$12K ﹤0.01%
323
1146
$12K ﹤0.01%
3,340
1147
$12K ﹤0.01%
+720
1148
$12K ﹤0.01%
200
1149
$12K ﹤0.01%
502
1150
$11K ﹤0.01%
205
+2
44 45
46
47 48