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
$234M
AUM Growth
-$55.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
303
New
Increased
Reduced
Closed

Top Buys

1
+$1.28M
2
+$779K
3
+$734K
4
DIS icon
Walt Disney
DIS
+$720K
5
GTO icon
Invesco Total Return Bond ETF
GTO
+$691K

Top Sells

1
+$2.45M
2
+$1.17M
3
+$880K
4
RIGS icon
RiverFront Strategic Income Fund
RIGS
+$851K
5
ITT icon
ITT
ITT
+$847K

Sector Composition

1 Technology 12.25%
2 Healthcare 7.58%
3 Financials 5.24%
4 Industrials 5.17%
5 Consumer Discretionary 3.81%
Name Market Value Portfolio Weight Shares or Principal Change
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