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
$1.38B
AUM Growth
+$153M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
698
New
Increased
Reduced
Closed

Top Buys

1
+$3.61M
2
+$3.52M
3
+$3.05M
4
IEI icon
iShares 3-7 Year Treasury Bond ETF
IEI
+$2.95M
5
VB icon
Vanguard Small-Cap ETF
VB
+$2.59M

Top Sells

1
+$3.72M
2
+$3M
3
+$2.77M
4
ICSH icon
iShares Ultra Short Duration Bond Active ETF
ICSH
+$2.48M
5
DJAN icon
FT Vest US Equity Deep Buffer ETF January
DJAN
+$2.2M

Sector Composition

1 Technology 13.83%
2 Financials 8.24%
3 Healthcare 5.25%
4 Energy 4.43%
5 Consumer Discretionary 4.3%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$1.33M 0.1%
35,941
227
$1.32M 0.1%
34,250
-500
228
$1.32M 0.1%
32,310
+1,950
229
$1.31M 0.1%
5,278
-3,283
230
$1.31M 0.1%
3,622
-102
231
$1.3M 0.09%
8,673
-99
232
$1.3M 0.09%
15,665
-160
233
$1.3M 0.09%
25,465
+4,080
234
$1.29M 0.09%
2,497
+64
235
$1.29M 0.09%
8,589
+656
236
$1.28M 0.09%
32,361
+3,772
237
$1.27M 0.09%
5,149
+1,522
238
$1.26M 0.09%
21,530
-118
239
$1.26M 0.09%
8,356
+1,089
240
$1.25M 0.09%
33,064
+23,192
241
$1.25M 0.09%
13,839
-196
242
$1.25M 0.09%
16,650
+423
243
$1.23M 0.09%
1,523
+51
244
$1.23M 0.09%
9,330
-30
245
$1.22M 0.09%
26,732
-588
246
$1.21M 0.09%
+29,975
247
$1.21M 0.09%
50,493
+2,004
248
$1.2M 0.09%
79,755
+1,182
249
$1.17M 0.09%
+29,346
250
$1.17M 0.08%
1,647
-3,905
8 9
10
11 12