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
251
$936K 0.09%
10,169
-153
252
$933K 0.09%
12,108
-410
253
$931K 0.09%
7,086
-2,387
254
$928K 0.09%
5,487
-105
255
$925K 0.09%
4,975
+82
256
$909K 0.09%
26,743
-178
257
$908K 0.09%
40,768
-575
258
$907K 0.09%
6,114
-1,089
259
$903K 0.09%
362
+4
260
$893K 0.09%
23,631
+1,803
261
$891K 0.09%
26,612
-1,840
262
$888K 0.09%
77,586
+2,698
263
$887K 0.09%
29,835
+3,434
264
$882K 0.09%
+15,564
265
$880K 0.09%
59,122
-952
266
$860K 0.08%
9,045
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267
$849K 0.08%
4,323
-563
268
$848K 0.08%
11,661
+1,880
269
$830K 0.08%
3,525
-324
270
$822K 0.08%
4,933
+94
271
$819K 0.08%
+16,711
272
$815K 0.08%
7,866
+299
273
$807K 0.08%
16,188
-7,927
274
$806K 0.08%
26,994
+2,002
275
$806K 0.08%
3,936
+65
9 10
11
12 13