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
$1.02B
AUM Growth
+$64.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
649
New
Increased
Reduced
Closed

Top Buys

1
+$3.37M
2
+$2.45M
3
+$2.26M
4
RDVI icon
FT Vest Rising Dividend Achievers Target Income ETF
RDVI
+$1.89M
5
TLH icon
iShares 10-20 Year Treasury Bond ETF
TLH
+$1.8M

Top Sells

1
+$3.53M
2
+$1.8M
3
+$1.78M
4
OXY icon
Occidental Petroleum
OXY
+$1.61M
5
NVDA icon
NVIDIA
NVDA
+$1.51M

Sector Composition

1 Technology 13.88%
2 Financials 6.99%
3 Healthcare 5.39%
4 Energy 4.83%
5 Consumer Discretionary 4.31%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
376
$520K 0.05%
17,624
+788
377
$519K 0.05%
19,745
378
$516K 0.05%
15,000
379
$516K 0.05%
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380
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381
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382
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18,110
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383
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384
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385
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386
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17,343
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388
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8,600
389
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390
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10,840
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391
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1,046
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392
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393
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1,427
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396
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398
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7,971
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399
$472K 0.05%
6,130
+368
400
$472K 0.05%
6,496
+2,200
14 15
16
17 18