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
$1.19B
AUM Growth
+$107M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
658
New
Increased
Reduced
Closed

Top Buys

1
+$3.21M
2
+$2.86M
3
+$2.55M
4
DJAN icon
FT Vest US Equity Deep Buffer ETF January
DJAN
+$2.39M
5
ULTA icon
Ulta Beauty
ULTA
+$1.81M

Top Sells

1
+$2.48M
2
+$2.34M
3
+$2.04M
4
SCHW icon
Charles Schwab
SCHW
+$1.95M
5
PEP icon
PepsiCo
PEP
+$1.83M

Sector Composition

1 Technology 13.43%
2 Financials 8.41%
3 Healthcare 5.08%
4 Energy 4.56%
5 Industrials 4.29%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$1.2M 0.1%
27,076
+420
227
$1.19M 0.1%
33,663
-698
228
$1.18M 0.1%
8,663
-1,069
229
$1.18M 0.1%
16,206
-777
230
$1.16M 0.1%
3,188
+323
231
$1.15M 0.1%
8,951
+2,316
232
$1.14M 0.1%
2,267
-48
233
$1.14M 0.1%
36,333
-11,037
234
$1.14M 0.1%
1,879
+190
235
$1.12M 0.09%
13,658
+849
236
$1.11M 0.09%
5,341
+1,100
237
$1.11M 0.09%
22,038
-2,272
238
$1.11M 0.09%
351
-1
239
$1.1M 0.09%
18,755
-873
240
$1.09M 0.09%
77,775
+63,483
241
$1.09M 0.09%
22,826
+2,253
242
$1.08M 0.09%
8,170
+2
243
$1.08M 0.09%
75,635
+794
244
$1.07M 0.09%
5,436
+33
245
$1.07M 0.09%
12,142
-81
246
$1.07M 0.09%
4,122
-841
247
$1.07M 0.09%
1,479
+285
248
$1.07M 0.09%
7,165
+238
249
$1.06M 0.09%
88,450
250
$1.05M 0.09%
19,414
-337
8 9
10
11 12