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
1176
$11K ﹤0.01%
272
-223
1177
$11K ﹤0.01%
+336
1178
$10K ﹤0.01%
200
1179
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200
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400
1181
$10K ﹤0.01%
1,877
+21
1182
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331
+1
1183
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520
-200
1184
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1185
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-30
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795
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1192
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-1,100
1193
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1194
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346
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1195
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240
1196
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240
1197
$10K ﹤0.01%
264
+3
1198
$10K ﹤0.01%
250
+2
1199
$10K ﹤0.01%
570
+2
1200
$10K ﹤0.01%
306
46 47
48
49 50