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
$1.19B
AUM Growth
+$107M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
658
New
Increased
Reduced
Closed

Top Buys

1
+$3.21M
2
+$2.86M
3
+$2.55M
4
DJAN icon
FT Vest US Equity Deep Buffer ETF January
DJAN
+$2.39M
5
ULTA icon
Ulta Beauty
ULTA
+$1.81M

Top Sells

1
+$2.48M
2
+$2.34M
3
+$2.04M
4
SCHW icon
Charles Schwab
SCHW
+$1.95M
5
PEP icon
PepsiCo
PEP
+$1.83M

Sector Composition

1 Technology 13.43%
2 Financials 8.41%
3 Healthcare 5.08%
4 Energy 4.56%
5 Industrials 4.29%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
276
$902K 0.08%
29,797
-10,444
277
$887K 0.07%
+24,000
278
$884K 0.07%
2,621
-81
279
$883K 0.07%
3,592
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280
$883K 0.07%
11,283
+3,947
281
$874K 0.07%
11,129
+2,559
282
$865K 0.07%
13,513
+2,495
283
$865K 0.07%
+16,381
284
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11,138
-785
285
$858K 0.07%
4,696
-18
286
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+11,138
287
$849K 0.07%
17,045
+10,633
288
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6,433
+616
289
$847K 0.07%
3,747
-858
290
$846K 0.07%
7,860
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291
$844K 0.07%
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292
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22,893
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293
$841K 0.07%
5,118
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294
$836K 0.07%
22,043
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295
$834K 0.07%
1,501
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296
$834K 0.07%
29,464
+5,661
297
$823K 0.07%
28,715
-610
298
$820K 0.07%
2,622
+100
299
$820K 0.07%
13,575
300
$819K 0.07%
4,244
+13
10 11
12
13 14