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
$1.45B
AUM Growth
+$145M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
704
New
Increased
Reduced
Closed

Top Buys

1
+$8.31M
2
+$4.05M
3
+$3.26M
4
TSM icon
TSMC
TSM
+$3.24M
5
SPYI icon
NEOS S&P 500 High Income ETF
SPYI
+$2.75M

Top Sells

1
+$6.04M
2
+$4.44M
3
+$3.79M
4
VAL icon
Valaris
VAL
+$3.23M
5
AMRK icon
A-Mark Precious Metals
AMRK
+$2.48M

Sector Composition

1 Technology 14.29%
2 Financials 8.31%
3 Communication Services 3.79%
4 Consumer Discretionary 3.65%
5 Healthcare 3.63%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
COP icon
276
ConocoPhillips
COP
$110B
$1.06M 0.07%
11,782
+111
BUFR icon
277
FT Vest Fund of Buffer ETFs
BUFR
$7.6B
$1.05M 0.07%
33,033
+6,729
FN icon
278
Fabrinet
FN
$15B
$1.05M 0.07%
3,564
+156
MMM icon
279
3M
MMM
$89.5B
$1.04M 0.07%
6,828
+378
FEGE
280
First Eagle Global Equity ETF
FEGE
$558M
$1.04M 0.07%
+25,750
ANET icon
281
Arista Networks
ANET
$193B
$1.03M 0.07%
10,107
-58
STLD icon
282
Steel Dynamics
STLD
$22.3B
$1.03M 0.07%
8,059
+313
CL icon
283
Colgate-Palmolive
CL
$63B
$1.02M 0.07%
11,264
-110
ABG icon
284
Asbury Automotive
ABG
$4.71B
$1.02M 0.07%
4,289
+215
MELI icon
285
Mercado Libre
MELI
$110B
$1.02M 0.07%
+390
IJK icon
286
iShares S&P Mid-Cap 400 Growth ETF
IJK
$9.37B
$1.01M 0.07%
11,154
-10
JLS icon
287
Nuveen Mortgage and Income Fund
JLS
$102M
$997K 0.07%
53,178
-300
XPEV icon
288
XPeng
XPEV
$20.6B
$996K 0.07%
55,722
+19,949
IHI icon
289
iShares US Medical Devices ETF
IHI
$4.35B
$993K 0.07%
15,851
-310
ARDC
290
Are Dynamic Credit Allocation Fund
ARDC
$322M
$991K 0.07%
69,700
-3,182
PH icon
291
Parker-Hannifin
PH
$97.7B
$991K 0.07%
1,419
-3
VHT icon
292
Vanguard Health Care ETF
VHT
$16.2B
$991K 0.07%
3,988
-31
SMDV icon
293
ProShares Russell 2000 Dividend Growers ETF
SMDV
$649M
$988K 0.07%
15,189
-220
MINT icon
294
PIMCO Enhanced Short Maturity Active Exchange-Traded Fund
MINT
$13.9B
$981K 0.07%
9,753
-1,576
XYZ
295
Block Inc
XYZ
$48.5B
$980K 0.07%
14,427
-30
F icon
296
Ford
F
$55.1B
$979K 0.07%
90,258
+561
AMAT icon
297
Applied Materials
AMAT
$182B
$975K 0.07%
5,327
+101
PLMR icon
298
Palomar
PLMR
$3.03B
$965K 0.07%
+6,254
CGXU icon
299
Capital Group International Focus Equity ETF
CGXU
$4.27B
$949K 0.07%
34,961
+5,201
VLO icon
300
Valero Energy
VLO
$52.2B
$946K 0.07%
7,037
+19
10 11
12
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