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
in Stake
Capital Flow
301
$0 ﹤0.01%
20,150
302
-5,021