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
1176
$26K ﹤0.01%
407
+1
1177
$26K ﹤0.01%
2,146
+30
1178
$26K ﹤0.01%
1,095
1179
$25K ﹤0.01%
3,609
+53
1180
$25K ﹤0.01%
1,312
1181
$25K ﹤0.01%
6,125
+4,990
1182
$25K ﹤0.01%
1,946
+476
1183
$25K ﹤0.01%
241
1184
$25K ﹤0.01%
848
+144
1185
$25K ﹤0.01%
2,500
1186
$25K ﹤0.01%
1,876
+20
1187
$25K ﹤0.01%
2,895
1188
$25K ﹤0.01%
1,000
1189
$25K ﹤0.01%
1,600
-1,029
1190
$25K ﹤0.01%
592
+4
1191
$25K ﹤0.01%
+3,304
1192
$25K ﹤0.01%
315
+5
1193
$25K ﹤0.01%
107
+103
1194
$25K ﹤0.01%
330
+1
1195
$25K ﹤0.01%
767
-1,119
1196
$25K ﹤0.01%
1,073
1197
$25K ﹤0.01%
2,050
1198
$25K ﹤0.01%
+1,500
1199
$24K ﹤0.01%
+898
1200
$24K ﹤0.01%
1,000
-500
46 47
48
49 50