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
1151
$11K ﹤0.01%
270
-2,150
1152
$11K ﹤0.01%
328
1153
$11K ﹤0.01%
249
+2
1154
$11K ﹤0.01%
1,327
1155
$11K ﹤0.01%
1,886
+32
1156
$11K ﹤0.01%
1,350
1157
$11K ﹤0.01%
557
-550
1158
$11K ﹤0.01%
1,156
-880
1159
$11K ﹤0.01%
200
1160
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182
1161
$11K ﹤0.01%
+375
1162
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+350
1163
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36
-5
1164
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433
+170
1165
$11K ﹤0.01%
440
-960
1166
$11K ﹤0.01%
695
+175
1167
$11K ﹤0.01%
500
1168
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700
1169
$11K ﹤0.01%
200
-17
1170
$11K ﹤0.01%
504
1171
$11K ﹤0.01%
580
1172
$11K ﹤0.01%
132
1173
$11K ﹤0.01%
153
-1,864
1174
$11K ﹤0.01%
528
1175
$11K ﹤0.01%
+500
45 46
47
48 49