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
1526
$2K ﹤0.01%
41
1527
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200
1528
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23
1529
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250
1530
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53
1531
$2K ﹤0.01%
400
1532
$2K ﹤0.01%
707
+3
1533
$2K ﹤0.01%
2,720
1534
$1K ﹤0.01%
20
1535
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+107
1536
$1K ﹤0.01%
13
1537
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1538
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1539
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1540
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1541
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11
1542
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38
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35
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1546
$1K ﹤0.01%
+8
1547
$1K ﹤0.01%
+25
1548
$1K ﹤0.01%
27
+12
1549
$1K ﹤0.01%
9
1550
$1K ﹤0.01%
24
60 61
62
63 64