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
1826
$3K ﹤0.01%
55
+1
1827
$3K ﹤0.01%
449
1828
$3K ﹤0.01%
+130
1829
$3K ﹤0.01%
873
-86,883
1830
$3K ﹤0.01%
+17
1831
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51
1832
$3K ﹤0.01%
+200
1833
$3K ﹤0.01%
82
1834
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90
1835
$3K ﹤0.01%
17
-72
1836
$3K ﹤0.01%
+210
1837
$3K ﹤0.01%
55
1838
$3K ﹤0.01%
25
1839
$3K ﹤0.01%
70
-35
1840
$3K ﹤0.01%
200
1841
$3K ﹤0.01%
86
1842
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96
1843
$3K ﹤0.01%
200
-240
1844
$3K ﹤0.01%
172
1845
$3K ﹤0.01%
154
1846
$3K ﹤0.01%
+54
1847
$3K ﹤0.01%
65
1848
$3K ﹤0.01%
159
+1
1849
$3K ﹤0.01%
+100
1850
$3K ﹤0.01%
288
-241
72 73
74
75 76