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
1251
$22K ﹤0.01%
1,000
1252
$22K ﹤0.01%
4,900
1253
$22K ﹤0.01%
1,900
1254
$22K ﹤0.01%
1,325
+2
1255
$22K ﹤0.01%
399
+103
1256
$22K ﹤0.01%
+2,616
1257
$21K ﹤0.01%
732
-72
1258
$21K ﹤0.01%
437
+366
1259
$21K ﹤0.01%
335
-87
1260
$21K ﹤0.01%
300
+75
1261
$21K ﹤0.01%
391
1262
$21K ﹤0.01%
+670
1263
$21K ﹤0.01%
+77
1264
$21K ﹤0.01%
1,900
+500
1265
$21K ﹤0.01%
676
+1
1266
$21K ﹤0.01%
2,824
+343
1267
$21K ﹤0.01%
1,250
1268
$21K ﹤0.01%
2,063
-499
1269
$21K ﹤0.01%
1,376
+1,299
1270
$21K ﹤0.01%
+1,430
1271
$20K ﹤0.01%
+310
1272
$20K ﹤0.01%
920
1273
$20K ﹤0.01%
696
+107
1274
$20K ﹤0.01%
1,000
1275
$20K ﹤0.01%
1,904
+23
49 50
51
52 53