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
$760M
AUM Growth
+$101M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
494
New
Increased
Reduced
Closed

Top Buys

1
+$6.18M
2
+$5.16M
3
+$2.99M
4
IGSB icon
iShares 1-5 Year Investment Grade Corporate Bond ETF
IGSB
+$2.84M
5
PDP icon
Invesco Dorsey Wright Momentum ETF
PDP
+$2.63M

Top Sells

1
+$5.58M
2
+$5.04M
3
+$2.22M
4
META icon
Meta Platforms (Facebook)
META
+$2.16M
5
MBT
Mobile TeleSystems Public Joint Stock Company American Depositary Shares (Each representing 2 Shares
MBT
+$2.16M

Sector Composition

1 Technology 12.61%
2 Financials 7.37%
3 Healthcare 5.9%
4 Consumer Discretionary 4.91%
5 Industrials 4.2%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
351
$368K 0.05%
11,015
-3,625
352
$366K 0.05%
8,490
-1,260
353
$364K 0.05%
6,410
+1,376
354
$362K 0.05%
4,477
355
$355K 0.05%
+4,962
356
$354K 0.05%
14,077
+12
357
$352K 0.05%
2,902
358
$349K 0.05%
1,339
359
$348K 0.05%
+19,818
360
$342K 0.05%
16,822
+2,000
361
$340K 0.04%
4,011
+272
362
$340K 0.04%
2,050
-1,083
363
$339K 0.04%
9,300
+23
364
$339K 0.04%
3,505
+118
365
$338K 0.04%
514
+2
366
$337K 0.04%
3,136
+15
367
$333K 0.04%
3,737
+17
368
$331K 0.04%
3,223
+1
369
$328K 0.04%
1,696
-37
370
$327K 0.04%
4,540
-390
371
$327K 0.04%
2,000
+625
372
$325K 0.04%
430
-11
373
$324K 0.04%
4,848
+575
374
$317K 0.04%
+3,929
375
$316K 0.04%
+33,304
13 14
15
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