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
376
$343K 0.05%
51,944
377
$338K 0.05%
17,654
378
$337K 0.05%
10,857
379
$332K 0.05%
11,638
+996
380
$330K 0.05%
3,000
+325
381
$327K 0.05%
7,030
-353
382
$324K 0.05%
5,332
+99
383
$323K 0.05%
12,448
+760
384
$321K 0.05%
6,574
+191
385
$320K 0.05%
29,717
+719
386
$320K 0.05%
11,300
-10,300
387
$319K 0.05%
3,219
-176
388
$317K 0.05%
12,700
389
$314K 0.05%
10,667
-8,177
390
$303K 0.04%
781
+2
391
$302K 0.04%
3,491
-346
392
$302K 0.04%
6,583
+181
393
$301K 0.04%
2,725
-21
394
$300K 0.04%
1,918
-61
395
$299K 0.04%
17,414
+10,276
396
$298K 0.04%
6,783
-5,806
397
$297K 0.04%
+2,985
398
$291K 0.04%
4,244
-4,604
399
$291K 0.04%
9,277
+2
400
$289K 0.04%
2,846
+12
14 15
16
17 18