WFG ADVISORS, LP Information

2711 N HASKELL AVE., DALLAS, Texas, 75204, (972) 661-8700

Report Date: 12/31/2013

Position Statistics

Total Positions 2,419
New Positions 191
Increased Positions 1,032
Decreased Positions 661
Positions with Activity 1,693
Sold Out Positions 120
Total Mkt Value (in $ millions) 712

Institutional Holdings information is filed by major institutions on form 13-F with the Securities and Exchange Commission.

Sector Weighting

Basic Materials 2.87%
Capital Goods 2.24%
Conglomerates 0.05%
Consumer Cyclical 1.77%
Consumer/Non-Cyclical 8.8%
Energy 11.59%
Financial 36.23%
Healthcare 4.28%
Services 11.93%
Technology 6.15%
Transportation 1.41%
Utilities 10.46%

2,419 Positions as of 12/31/2013

Company Class Value of Shares ($1,000s) ▼ Change in Value ($1,000s) Change (%) Shares Held
GENERAL MLS INC COM 27,146 -86 (0.32) 519,433
EXXON MOBIL CORP COM 16,954 -249 (1.45) 169,643
KINDER MORGAN ENERGY PARTNERS UT LTD PARTNER 9,955 264 2.72 127,108
ALTRIA GROUP INC COM 9,876 292 3.04 257,465
CHEVRON CORP NEW COM 9,152 -513 (5.3) 75,125
BARCLAYS BK PLC S&P 500 VEQTOR 8,301 2,671 47.44 57,592
ENTERPRISE PRODS PARTNERS L P COM 7,946 360 4.75 108,761
APPLE INC COM 7,735 -125 (1.59) 14,903
SELECT SECTOR SPDR TR SBI INT-FINL 7,475 1,019 15.78 342,588
SPDR GOLD TRUST GOLD SHS 7,008 -644 (8.41) 55,825
ENERGY TRANSFER PRTNRS L P UNIT LTD PARTN 6,990 385 5.83 125,378
JOHNSON & JOHNSON COM 6,723 67 1 68,079
AT&T INC COM 6,666 -169 (2.48) 184,650
SELECT SECTOR SPDR TR SBI CONS DISCR 6,385 770 13.70 100,248
ALPS ETF TR ALERIAN MLP 6,380 -987 (13.4) 354,436
ISHARES U.S. TECH ETF 6,273 540 9.42 69,938
ISHARES U.S. ENERGY ETF 5,890 462 8.50 112,109
SELECT SECTOR SPDR TR SBI MATERIALS 5,743 302 5.56 121,233
SPDR S&P 500 ETF TR TR UNIT 5,687 1,618 39.77 30,556
ISHARES U.S. INDS ETF 5,627 317 5.97 56,150


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