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
1276
$20K ﹤0.01%
2,600
-1,400
1277
$20K ﹤0.01%
533
-652
1278
$20K ﹤0.01%
304
+1
1279
$20K ﹤0.01%
663
+3
1280
$20K ﹤0.01%
1,041
1281
$20K ﹤0.01%
350
1282
$20K ﹤0.01%
407
+2
1283
$20K ﹤0.01%
39
1284
$20K ﹤0.01%
1,226
-373
1285
$20K ﹤0.01%
10,000
1286
$20K ﹤0.01%
1,904
-192
1287
$20K ﹤0.01%
317
1288
$20K ﹤0.01%
511
+4
1289
$20K ﹤0.01%
1,377
+533
1290
$20K ﹤0.01%
+540
1291
$20K ﹤0.01%
731
1292
$20K ﹤0.01%
+449
1293
$20K ﹤0.01%
1,050
1294
$20K ﹤0.01%
880
-90
1295
$19K ﹤0.01%
115
1296
$19K ﹤0.01%
2,680
+1,860
1297
$19K ﹤0.01%
1,068
-505
1298
$19K ﹤0.01%
905
+55
1299
$19K ﹤0.01%
1,601
-915
1300
$19K ﹤0.01%
1,980
-196
50 51
52
53 54