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
401
$468K 0.05%
11,836
-489
402
$457K 0.04%
3,921
+927
403
$452K 0.04%
+1,160
404
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19,515
405
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406
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19,932
-1,437
407
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9,496
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408
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13,530
409
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2,640
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410
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10,712
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411
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7,834
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412
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-61
413
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21,673
414
$430K 0.04%
2,137
-104
415
$428K 0.04%
17,365
416
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5,797
-1,054
417
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16,925
418
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805
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419
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36,883
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420
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11,502
+1,267
421
$418K 0.04%
5,446
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422
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1,714
+21
423
$411K 0.04%
19,970
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424
$408K 0.04%
45,291
425
$407K 0.04%
11,500
-750
15 16
17
18 19