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
401
$287K 0.04%
6,234
-5,643
402
$286K 0.04%
12,275
+200
403
$285K 0.04%
4,356
+417
404
$283K 0.04%
+6,258
405
$282K 0.04%
2,025
-83
406
$282K 0.04%
5,942
+174
407
$278K 0.04%
4,783
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408
$277K 0.04%
24,034
409
$277K 0.04%
6,997
-347
410
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19,672
-1,820
411
$277K 0.04%
40,540
+34
412
$276K 0.04%
11,615
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413
$276K 0.04%
5,616
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414
$275K 0.04%
23,138
+345
415
$275K 0.04%
2,583
416
$274K 0.04%
891
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417
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6,302
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418
$273K 0.04%
15,085
419
$272K 0.04%
1,008
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420
$269K 0.04%
3,073
-157
421
$268K 0.04%
3,763
+1,089
422
$268K 0.04%
4,239
-1,000
423
$267K 0.04%
+34,641
424
$266K 0.04%
1,130
-436
425
$265K 0.04%
3,086
-1,848
15 16
17
18 19