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
251
$1.16M 0.08%
5,765
+245
252
$1.15M 0.08%
88,842
-834
253
$1.14M 0.08%
74,718
-1,458
254
$1.14M 0.08%
1,082
+37
255
$1.14M 0.08%
34,508
-216
256
$1.13M 0.08%
3,419
+1,434
257
$1.11M 0.08%
2,970
+384
258
$1.11M 0.08%
3,210
+247
259
$1.11M 0.08%
11,370
+247
260
$1.1M 0.08%
50,033
+662
261
$1.09M 0.08%
11,192
+1,292
262
$1.08M 0.08%
13,216
+2,220
263
$1.08M 0.08%
28,126
+4,462
264
$1.06M 0.08%
33,320
-176
265
$1.06M 0.08%
35,948
-168
266
$1.06M 0.08%
18,681
+645
267
$1.05M 0.08%
17,775
-439
268
$1.05M 0.08%
12,207
+240
269
$1.05M 0.08%
30,598
+2,726
270
$1.04M 0.08%
21,013
+3,667
271
$1.04M 0.08%
2,904
+136
272
$1.04M 0.08%
24,000
273
$1.03M 0.07%
7,566
+333
274
$1.02M 0.07%
22,516
+754
275
$1.02M 0.07%
3,435
+2,207
9 10
11
12 13