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
$691M
AUM Growth
-$54.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
568
New
Increased
Reduced
Closed

Top Buys

1
+$2.82M
2
+$2.39M
3
+$1.62M
4
SCHD icon
Schwab US Dividend Equity ETF
SCHD
+$1.47M
5
DTE icon
DTE Energy
DTE
+$1.46M

Top Sells

1
+$6.55M
2
+$5.93M
3
+$3.92M
4
DVN icon
Devon Energy
DVN
+$3.37M
5
MLPX icon
Global X MLP & Energy Infrastructure ETF
MLPX
+$3.26M

Sector Composition

1 Technology 9.83%
2 Energy 6.18%
3 Financials 5.68%
4 Healthcare 4.87%
5 Industrials 3.56%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
276
$549K 0.08%
22,707
+2,040
277
$544K 0.08%
1,977
-180
278
$543K 0.08%
22,598
+1,920
279
$538K 0.08%
11,227
-879
280
$534K 0.08%
2,608
+323
281
$532K 0.08%
39,465
-160
282
$531K 0.08%
17,579
-582
283
$526K 0.08%
10,529
+3,057
284
$524K 0.08%
47,031
+625
285
$524K 0.08%
2,269
-88
286
$521K 0.08%
17,719
287
$515K 0.07%
13,368
+4,260
288
$512K 0.07%
4,792
+2,871
289
$511K 0.07%
45,394
+17,500
290
$509K 0.07%
5,512
-2,471
291
$507K 0.07%
+3,268
292
$505K 0.07%
21,250
293
$505K 0.07%
17,743
294
$501K 0.07%
6,033
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295
$500K 0.07%
17,965
+2,790
296
$496K 0.07%
21,338
297
$495K 0.07%
6,173
+341
298
$493K 0.07%
+16,794
299
$489K 0.07%
2,925
-8
300
$487K 0.07%
5,909
+85
10 11
12
13 14