NFG

Nations Financial Group Portfolio holdings

AUM $1.45B
1-Year Est. Return 25.8%
This Quarter Est. Return
1 Year Est. Return
+25.8%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$691M
AUM Growth
-$54.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
568
New
Increased
Reduced
Closed

Top Buys

1
+$2.82M
2
+$2.39M
3
+$1.62M
4
SCHD icon
Schwab US Dividend Equity ETF
SCHD
+$1.47M
5
DTE icon
DTE Energy
DTE
+$1.46M

Top Sells

1
+$6.55M
2
+$5.93M
3
+$3.92M
4
DVN icon
Devon Energy
DVN
+$3.37M
5
MLPX icon
Global X MLP & Energy Infrastructure ETF
MLPX
+$3.26M

Sector Composition

1 Technology 9.83%
2 Energy 6.18%
3 Financials 5.68%
4 Healthcare 4.87%
5 Industrials 3.56%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$678K 0.1%
4,110
+369
227
$678K 0.1%
9,112
-35
228
$677K 0.1%
25,247
229
$676K 0.1%
+22,560
230
$671K 0.1%
5,544
+205
231
$669K 0.1%
18,044
+503
232
$664K 0.1%
9,604
-60
233
$664K 0.1%
13,209
-10,649
234
$661K 0.1%
7,892
+1,017
235
$654K 0.09%
23,701
-315
236
$650K 0.09%
6,755
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237
$639K 0.09%
7,797
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238
$638K 0.09%
27,598
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239
$632K 0.09%
1,745
-509
240
$631K 0.09%
4,951
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241
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36,206
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242
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243
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3,740
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244
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8,778
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245
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26,484
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246
$614K 0.09%
892
-64
247
$613K 0.09%
6,360
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248
$610K 0.09%
10,357
-1,059
249
$609K 0.09%
5,210
+12
250
$604K 0.09%
8,879
+4
8 9
10
11 12