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
$1.38B
AUM Growth
+$153M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
698
New
Increased
Reduced
Closed

Top Buys

1
+$3.61M
2
+$3.52M
3
+$3.05M
4
IEI icon
iShares 3-7 Year Treasury Bond ETF
IEI
+$2.95M
5
VB icon
Vanguard Small-Cap ETF
VB
+$2.59M

Top Sells

1
+$3.72M
2
+$3M
3
+$2.77M
4
ICSH icon
iShares Ultra Short Duration Bond Active ETF
ICSH
+$2.48M
5
DJAN icon
FT Vest US Equity Deep Buffer ETF January
DJAN
+$2.2M

Sector Composition

1 Technology 13.83%
2 Financials 8.24%
3 Healthcare 5.25%
4 Energy 4.43%
5 Consumer Discretionary 4.3%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
276
$1.02M 0.07%
3,603
+15
277
$1.01M 0.07%
11,039
+1,677
278
$998K 0.07%
7,913
-4,947
279
$993K 0.07%
94,001
+69,496
280
$983K 0.07%
14,197
+829
281
$983K 0.07%
8,112
+1,937
282
$981K 0.07%
21,494
+6,565
283
$981K 0.07%
10,200
-1,220
284
$980K 0.07%
53,178
+16,636
285
$975K 0.07%
6,850
+1,213
286
$974K 0.07%
4,819
+111
287
$968K 0.07%
19,702
-768
288
$959K 0.07%
1,518
+2
289
$959K 0.07%
10,782
+3
290
$953K 0.07%
37,242
+1,936
291
$949K 0.07%
20,144
-1,125
292
$945K 0.07%
16,666
+412
293
$941K 0.07%
3,355
-3,289
294
$938K 0.07%
3,931
+112
295
$936K 0.07%
4,883
+619
296
$935K 0.07%
7,604
+1,517
297
$934K 0.07%
27,034
-183
298
$924K 0.07%
5,633
-1,683
299
$918K 0.07%
6,716
+4,371
300
$918K 0.07%
26,154
-167
10 11
12
13 14