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
2076
$1K ﹤0.01%
68
2077
$1K ﹤0.01%
19
2078
$1K ﹤0.01%
+20
2079
$1K ﹤0.01%
+17
2080
$1K ﹤0.01%
44
2081
$1K ﹤0.01%
+25
2082
$1K ﹤0.01%
40
-400
2083
$1K ﹤0.01%
40
2084
$1K ﹤0.01%
+25
2085
$1K ﹤0.01%
20
2086
$1K ﹤0.01%
12
2087
$1K ﹤0.01%
12
2088
$1K ﹤0.01%
63
+28
2089
$1K ﹤0.01%
44
2090
$1K ﹤0.01%
3
+2
2091
$1K ﹤0.01%
100
2092
$1K ﹤0.01%
38
2093
$1K ﹤0.01%
118
+57
2094
$1K ﹤0.01%
3
2095
$1K ﹤0.01%
176
+121
2096
$1K ﹤0.01%
27
2097
$1K ﹤0.01%
3
+1
2098
$1K ﹤0.01%
+32
2099
$1K ﹤0.01%
16
2100
$1K ﹤0.01%
40
82 83
84
85 86