NFG

Nations Financial Group Portfolio holdings

AUM $1.9B
1-Year Est. Return 24.24%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+24.24%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$1.9B
AUM Growth
+$294M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
781
New
Increased
Reduced
Closed

Top Buys

1
+$35.8M
2
+$17M
3
+$16.8M
4
SPY icon
State Street SPDR S&P 500 ETF Trust
SPY
+$16.2M
5
SPYM
State Street SPDR Portfolio S&P 500 ETF
SPYM
+$6.51M

Top Sells

1
+$4.24M
2
+$3.21M
3
+$3.07M
4
AJG icon
Arthur J. Gallagher & Co
AJG
+$1.92M
5
MELI icon
Mercado Libre
MELI
+$1.63M

Sector Composition

1 Technology 13.87%
2 Financials 7.25%
3 Communication Services 4.19%
4 Healthcare 3.49%
5 Industrials 3.49%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
FDL icon
276
First Trust Morningstar Dividend Leaders Index Fund
FDL
$7.04B
$1.32M 0.07%
29,872
-388
VNQ icon
277
Vanguard Real Estate ETF
VNQ
$36.2B
$1.32M 0.07%
14,918
+1,353
GOLD
278
Gold.com Inc
GOLD
$1.43B
$1.32M 0.07%
38,725
+430
ISCB icon
279
iShares Morningstar Small-Cap ETF
ISCB
$252M
$1.31M 0.07%
20,220
-564
WFC icon
280
Wells Fargo
WFC
$242B
$1.31M 0.07%
14,093
+14
FTHI icon
281
First Trust Exchange-Traded Fund VI First Trust BuyWrite Income ETF
FTHI
$2.01B
$1.3M 0.07%
54,873
+8,280
BND icon
282
Vanguard Total Bond Market
BND
$152B
$1.29M 0.07%
17,481
-870
NUE icon
283
Nucor
NUE
$38.8B
$1.29M 0.07%
7,919
+667
FNDX icon
284
Schwab Fundamental US Large Company Index ETF
FNDX
$23.8B
$1.29M 0.07%
47,284
-12,082
KO icon
285
Coca-Cola
KO
$335B
$1.28M 0.07%
18,358
+864
MOH icon
286
Molina Healthcare
MOH
$7.28B
$1.28M 0.07%
+7,358
STLD icon
287
Steel Dynamics
STLD
$26.4B
$1.26M 0.07%
7,458
-623
LMBS icon
288
First Trust Exchange-Traded Fund IV First Trust Low Duration Opportunities ETF
LMBS
$6.01B
$1.26M 0.07%
25,266
-3,724
SCHF icon
289
Schwab International Equity ETF
SCHF
$58.9B
$1.26M 0.07%
52,427
+12,091
MMM icon
290
3M
MMM
$81.8B
$1.26M 0.07%
7,856
+580
SYK icon
291
Stryker
SYK
$137B
$1.25M 0.07%
3,558
-48
GLRY icon
292
Inspire Growth ETF
GLRY
$145M
$1.25M 0.07%
34,850
+6,460
VHT icon
293
Vanguard Health Care ETF
VHT
$16.9B
$1.25M 0.07%
4,326
-103
VFLO icon
294
VictoryShares Free Cash Flow ETF
VFLO
$6.18B
$1.24M 0.07%
31,365
+10,060
VB icon
295
Vanguard Small-Cap ETF
VB
$71.5B
$1.24M 0.07%
4,788
-39
TGT icon
296
Target
TGT
$54.7B
$1.23M 0.06%
12,621
+1,330
LRCX icon
297
Lam Research
LRCX
$269B
$1.23M 0.06%
+7,203
SCHO icon
298
Schwab Short-Term US Treasury ETF
SCHO
$11.8B
$1.22M 0.06%
50,230
+23,404
SCCO icon
299
Southern Copper
SCCO
$162B
$1.22M 0.06%
8,572
-1
TWLO icon
300
Twilio
TWLO
$19B
$1.22M 0.06%
8,561
-1,072
10 11
12
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