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
251
$595K 0.09%
7,365
+220
252
$593K 0.09%
6,503
+2
253
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9,701
+788
254
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9,536
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255
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20,463
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256
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7,073
-1,285
257
$575K 0.08%
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258
$574K 0.08%
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259
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3,296
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260
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6,910
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261
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7,303
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24,682
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263
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35,670
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264
$568K 0.08%
13,229
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265
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2,615
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269
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10,909
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270
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21,026
271
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19,448
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272
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15,875
-269
273
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8,720
-22,516
274
$550K 0.08%
9,020
+521
275
$550K 0.08%
6,654
-481
9 10
11
12 13