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
1601
$1K ﹤0.01%
29
-7,631
1602
$1K ﹤0.01%
40
1603
$1K ﹤0.01%
6
1604
$1K ﹤0.01%
54
+7
1605
$1K ﹤0.01%
10
1606
$1K ﹤0.01%
100
1607
$1K ﹤0.01%
100
1608
$1K ﹤0.01%
455
1609
$1K ﹤0.01%
55
1610
$1K ﹤0.01%
186
+87
1611
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28
-86
1612
$1K ﹤0.01%
102
1613
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3
1614
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17
-700
1615
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100
1616
$1K ﹤0.01%
204
1617
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100
1618
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35
1619
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720
1620
$1K ﹤0.01%
19
-53
1621
$1K ﹤0.01%
300
1622
$1K ﹤0.01%
25
-13
1623
$1K ﹤0.01%
225
-150
1624
$1K ﹤0.01%
39
1625
$1K ﹤0.01%
2,500
63 64
65
66 67