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
2051
$1K ﹤0.01%
68
2052
$1K ﹤0.01%
45
-375
2053
$1K ﹤0.01%
44
2054
$1K ﹤0.01%
117
+53
2055
$1K ﹤0.01%
+32
2056
$1K ﹤0.01%
49
-14
2057
$1K ﹤0.01%
36
-40
2058
$1K ﹤0.01%
6
+4
2059
$1K ﹤0.01%
81
2060
$1K ﹤0.01%
25
-331
2061
$1K ﹤0.01%
138
+3
2062
$1K ﹤0.01%
85
2063
$1K ﹤0.01%
57
2064
$1K ﹤0.01%
+30
2065
$1K ﹤0.01%
11
2066
$1K ﹤0.01%
56
2067
$1K ﹤0.01%
30
2068
$1K ﹤0.01%
46
+1
2069
$1K ﹤0.01%
15
2070
$1K ﹤0.01%
+86
2071
$1K ﹤0.01%
100
2072
$1K ﹤0.01%
10
2073
$1K ﹤0.01%
8
2074
$1K ﹤0.01%
+33
2075
$1K ﹤0.01%
220
81 82
83
84 85