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
$1.02B
AUM Growth
+$64.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
649
New
Increased
Reduced
Closed

Top Buys

1
+$3.37M
2
+$2.45M
3
+$2.26M
4
RDVI icon
FT Vest Rising Dividend Achievers Target Income ETF
RDVI
+$1.89M
5
TLH icon
iShares 10-20 Year Treasury Bond ETF
TLH
+$1.8M

Top Sells

1
+$3.53M
2
+$1.8M
3
+$1.78M
4
OXY icon
Occidental Petroleum
OXY
+$1.61M
5
NVDA icon
NVIDIA
NVDA
+$1.51M

Sector Composition

1 Technology 13.88%
2 Financials 6.99%
3 Healthcare 5.39%
4 Energy 4.83%
5 Consumer Discretionary 4.31%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$1.09M 0.11%
32,197
-2,815
227
$1.07M 0.11%
3,519
+15
228
$1.07M 0.1%
31,933
-5,849
229
$1.06M 0.1%
394
+61
230
$1.06M 0.1%
39,051
+7,990
231
$1.06M 0.1%
7,304
+291
232
$1.02M 0.1%
14,406
-199
233
$1.01M 0.1%
15,140
+5,726
234
$1.01M 0.1%
111,016
235
$1M 0.1%
59,560
+12,460
236
$1M 0.1%
7,372
-47
237
$998K 0.1%
13,189
-1,857
238
$996K 0.1%
21,933
+8,037
239
$982K 0.1%
28,793
-8,845
240
$976K 0.1%
4,618
+77
241
$969K 0.1%
10,420
-264
242
$967K 0.1%
11,170
+1,892
243
$956K 0.09%
32,743
-667
244
$951K 0.09%
4,505
-1,100
245
$949K 0.09%
34,091
+14,637
246
$948K 0.09%
78,700
+40,000
247
$948K 0.09%
76,896
-485
248
$948K 0.09%
9,391
+173
249
$942K 0.09%
12,031
-107
250
$941K 0.09%
28,033
+19,756
8 9
10
11 12