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
1201
$24K ﹤0.01%
+684
1202
$24K ﹤0.01%
50
1203
$24K ﹤0.01%
+996
1204
$24K ﹤0.01%
642
+560
1205
$24K ﹤0.01%
882
1206
$24K ﹤0.01%
1,140
1207
$24K ﹤0.01%
2,000
1208
$24K ﹤0.01%
721
+16
1209
$24K ﹤0.01%
1,313
+1,242
1210
$24K ﹤0.01%
328
+30
1211
$24K ﹤0.01%
799
+84
1212
$24K ﹤0.01%
1,183
+933
1213
$24K ﹤0.01%
+12
1214
$24K ﹤0.01%
1,216
-1,224
1215
$24K ﹤0.01%
327
+100
1216
$23K ﹤0.01%
1,127
1217
$23K ﹤0.01%
440
+3
1218
$23K ﹤0.01%
845
+45
1219
$23K ﹤0.01%
832
-350
1220
$23K ﹤0.01%
732
+22
1221
$23K ﹤0.01%
525
+225
1222
$23K ﹤0.01%
2,000
1223
$23K ﹤0.01%
643
-101
1224
$23K ﹤0.01%
550
1225
$23K ﹤0.01%
236
-109
47 48
49
50 51