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
$760M
AUM Growth
+$101M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
494
New
Increased
Reduced
Closed

Top Buys

1
+$6.18M
2
+$5.16M
3
+$2.99M
4
IGSB icon
iShares 1-5 Year Investment Grade Corporate Bond ETF
IGSB
+$2.84M
5
PDP icon
Invesco Dorsey Wright Momentum ETF
PDP
+$2.63M

Top Sells

1
+$5.58M
2
+$5.04M
3
+$2.22M
4
META icon
Meta Platforms (Facebook)
META
+$2.16M
5
MBT
Mobile TeleSystems Public Joint Stock Company American Depositary Shares (Each representing 2 Shares
MBT
+$2.16M

Sector Composition

1 Technology 12.61%
2 Financials 7.37%
3 Healthcare 5.9%
4 Consumer Discretionary 4.91%
5 Industrials 4.2%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
276
$559K 0.07%
885
+25
277
$558K 0.07%
2,836
+201
278
$557K 0.07%
4,882
+86
279
$551K 0.07%
7,223
+3,447
280
$541K 0.07%
18,900
281
$538K 0.07%
7,428
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282
$538K 0.07%
3,943
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283
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+2,448
284
$537K 0.07%
25,025
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285
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1,491
-165
286
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287
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3,713
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288
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824
289
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6,516
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290
$528K 0.07%
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291
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4,990
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292
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293
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294
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6,845
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295
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8,356
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296
$492K 0.06%
5,351
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297
$489K 0.06%
+17,834
298
$482K 0.06%
992
-21
299
$478K 0.06%
9,174
-417
300
$474K 0.06%
1,715
+48
10 11
12
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