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
1851
$3K ﹤0.01%
+7,200
1852
$3K ﹤0.01%
4
1853
$3K ﹤0.01%
68
1854
$3K ﹤0.01%
91
1855
$3K ﹤0.01%
121
+3
1856
$3K ﹤0.01%
400
1857
$3K ﹤0.01%
74
1858
$3K ﹤0.01%
365
1859
$3K ﹤0.01%
40
1860
$3K ﹤0.01%
672
1861
$3K ﹤0.01%
255
1862
$3K ﹤0.01%
+200
1863
$3K ﹤0.01%
38
1864
$3K ﹤0.01%
9
1865
$3K ﹤0.01%
115
1866
$3K ﹤0.01%
71
-331
1867
$3K ﹤0.01%
41
1868
$3K ﹤0.01%
20
+1
1869
$3K ﹤0.01%
83
1870
$3K ﹤0.01%
359
1871
$3K ﹤0.01%
237
1872
$3K ﹤0.01%
+20
1873
$3K ﹤0.01%
26
1874
$3K ﹤0.01%
66
-1
1875
$3K ﹤0.01%
63
+3
73 74
75
76 77