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
$278M
AUM Growth
+$127M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
292
New
Increased
Reduced
Closed

Top Buys

1
+$4.28M
2
+$2.75M
3
+$2.7M
4
IVV icon
iShares Core S&P 500 ETF
IVV
+$2.68M
5
ITOT icon
iShares Core S&P Total US Stock Market ETF
ITOT
+$2.22M

Top Sells

1
+$608K
2
+$370K
3
+$218K
4
MMM icon
3M
MMM
+$216K
5
NEM icon
Newmont
NEM
+$212K

Sector Composition

1 Technology 10.29%
2 Healthcare 6.3%
3 Industrials 5.71%
4 Consumer Discretionary 5.34%
5 Financials 4.86%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
251
$258K 0.09%
+9,208
252
$249K 0.09%
+8,975
253
$249K 0.09%
+17,515
254
$247K 0.09%
3,753
+632
255
$244K 0.09%
2,534
+105
256
$243K 0.09%
+4,428
257
$241K 0.09%
+3,054
258
$241K 0.09%
+4,777
259
$239K 0.09%
+7,333
260
$238K 0.09%
+11,355
261
$237K 0.09%
2,008
+186
262
$232K 0.08%
4,669
-358
263
$226K 0.08%
1,783
+20
264
$225K 0.08%
+3,645
265
$223K 0.08%
+5,364
266
$217K 0.08%
+2,894
267
$217K 0.08%
1,024
-145
268
$215K 0.08%
+3,245
269
$214K 0.08%
+3,690
270
$210K 0.08%
+3,659
271
$210K 0.08%
+2,426
272
$208K 0.07%
+1,835
273
$206K 0.07%
+2,552
274
$205K 0.07%
5,771
-699
275
$202K 0.07%
+2,822
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