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
1251
$8K ﹤0.01%
89
+35
1252
$8K ﹤0.01%
200
1253
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160
-40
1254
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657
1255
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+5,000
1256
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8
1257
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360
1258
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460
+400
1259
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495
-84
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1261
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+700
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500
1263
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1264
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1265
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1266
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+1
1270
$7K ﹤0.01%
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1271
$7K ﹤0.01%
163
-85
1272
$7K ﹤0.01%
110
+1
1273
$7K ﹤0.01%
502
1274
$7K ﹤0.01%
76
1275
$7K ﹤0.01%
3,077
49 50
51
52 53