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
326
$420K 0.06%
+14,450
327
$420K 0.06%
6,951
-172
328
$419K 0.06%
38,450
+1,000
329
$419K 0.06%
18,129
+1,277
330
$418K 0.06%
19,515
+4,475
331
$418K 0.06%
3,712
332
$415K 0.06%
3,332
-15
333
$415K 0.06%
14,257
334
$414K 0.06%
5,401
-400
335
$411K 0.06%
5,179
+100
336
$410K 0.06%
17,820
337
$410K 0.06%
2,270
-134
338
$409K 0.06%
2,757
-58
339
$406K 0.06%
37,415
340
$401K 0.06%
45,291
341
$400K 0.06%
18,367
+66
342
$397K 0.06%
13,880
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343
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5,482
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344
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4,423
345
$395K 0.06%
5,301
-156
346
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7,947
-119,994
347
$391K 0.06%
7,137
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348
$387K 0.06%
+16,626
349
$383K 0.06%
7,936
-627
350
$380K 0.06%
+6,311
12 13
14
15 16