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
351
$379K 0.05%
18,163
352
$378K 0.05%
1,622
-28
353
$376K 0.05%
4,686
-58
354
$376K 0.05%
5,386
-1,222
355
$374K 0.05%
17,904
-6,232
356
$371K 0.05%
9,841
+1,440
357
$371K 0.05%
38,219
358
$370K 0.05%
+18,667
359
$370K 0.05%
12,919
360
$368K 0.05%
13,978
+800
361
$367K 0.05%
11,059
+2,638
362
$367K 0.05%
4,262
-155
363
$362K 0.05%
29,641
+4,728
364
$362K 0.05%
4,359
-3,446
365
$361K 0.05%
17,725
-844
366
$358K 0.05%
1,731
-24
367
$357K 0.05%
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368
$354K 0.05%
4,250
-178
369
$353K 0.05%
17,721
-1,234
370
$350K 0.05%
18,925
-1,554
371
$350K 0.05%
+2,110
372
$349K 0.05%
6,283
-770
373
$346K 0.05%
18,577
+10
374
$344K 0.05%
17,750
375
$343K 0.05%
33,140
+2,000
13 14
15
16 17