WFG Advisors, LP
All 13F Filings
- Location
- Most recent 13F
- Q1 2014
- Holdings value ($000)
- 497,068
- Description
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- Website
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- Founded
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- Chairman
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- CEO
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- All SEC filings
- View on sec.gov
Sector allocation over time (stocks only)
Stacked by quarter. Hover to see detailed sector breakdown for any quarter.
| Quarter | Date Filed | Holdings | Value ($000) | Form Type | Name |
|---|---|---|---|---|---|
| Q1 2014 | 4/24/2014 | 2,049 | 497,068 | 13F-HR | WFG Advisors, LP |
| Q4 2013 | 2/14/2014 | 2,305 | 702,784 | 13F-HR | WFG Advisors, LP |
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Money flow by instrument (QoQ, ex-options)
Derivatives reported exposure ($000):
261
(0.1% of total reported value)
· QoQ Δ:
+261
| Type | Value ($000) | Share % | Inflow | Outflow | Net |
|---|---|---|---|---|---|
| Stocks | 411.1 K | 83.2% | 0 | 122.9 K | -122.9 K |
| ETFs | 79.34 K | 16.1% | 0 | 80.53 K | -80.53 K |
| Debt | 3.609 K | 0.7% | 0 | 762 | -762 |
| Other | 27 | 0.0% | 14 | 0 | 14 |
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Fund Snapshot
Q1 2014
Latest filed
4/24/2014
Total value ($000)
497,068
Holdings
2049
QoQ value change ($000)
-205,716
(-29.3%)
Value = total reported 13F value ($000), Holdings = number of positions.
13F Value over time
Holdings count over time
Sector allocation (latest, stocks only)
Methodology:
sector allocation is stocks-only;
instrument flow table is ex-options;
options exposure is shown separately.
Details.