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Home > Institutional Investor > Wfg Advisors, Lp > Profile

Instuitional Investor - Wfg Advisors, Lp

Fund Profile
Filing Period:
Fund Name: Wfg Advisors, Lp
Portfolio Value $375,068,000
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Ishares Trust
 IEF 72,558 $10,151,000 2.7%
2.
Vanguard Bond Index Funds
 BND 75,344 $6,109,000 1.62%
3.
Exxon Mobil Corp
 XOM 67,948 $5,572,000 1.48%
4.
Boulder Growth & Income Fund
 BIF 587,525 $5,464,000 1.45%
5.
Vanguard Index Fds
 23,624 $5,111,000 1.36%
Insider Monkey Quarterly Strategy
+334.6% Insider Monkey Quarterly Strategy
+149.4% Benchmark50% S&P 500 ETF and 50% Russell 2000 ETF
300%
200%
100%
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Returns since its inception in May 2014 (through November 14th, 2024)