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
401
$279K 0.04%
1,076
-2,251
402
$279K 0.04%
+2,947
403
$275K 0.04%
2,331
-15
404
$272K 0.04%
4,100
+500
405
$272K 0.04%
5,195
406
$272K 0.04%
15,167
+16
407
$272K 0.04%
+19,112
408
$271K 0.04%
+3,741
409
$270K 0.04%
8,373
410
$270K 0.04%
1,233
+2
411
$269K 0.04%
5,005
412
$269K 0.04%
+4,038
413
$268K 0.04%
1,132
-30
414
$266K 0.04%
+8,570
415
$266K 0.04%
809
416
$265K 0.03%
2,529
+342
417
$265K 0.03%
1,588
-84
418
$265K 0.03%
5,521
+339
419
$263K 0.03%
1,631
-1,155
420
$256K 0.03%
+9,415
421
$256K 0.03%
2,821
-3,928
422
$254K 0.03%
+732
423
$250K 0.03%
4,076
-1,494
424
$250K 0.03%
+4,460
425
$247K 0.03%
7,442
+1,248
15 16
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