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
$1.45B
AUM Growth
+$145M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
704
New
Increased
Reduced
Closed

Top Buys

1
+$8.31M
2
+$4.05M
3
+$3.26M
4
TSM icon
TSMC
TSM
+$3.24M
5
SPYI icon
NEOS S&P 500 High Income ETF
SPYI
+$2.75M

Top Sells

1
+$6.04M
2
+$4.44M
3
+$3.79M
4
VAL icon
Valaris
VAL
+$3.23M
5
AMRK icon
A-Mark Precious Metals
AMRK
+$2.48M

Sector Composition

1 Technology 14.29%
2 Financials 8.31%
3 Communication Services 3.79%
4 Consumer Discretionary 3.65%
5 Healthcare 3.63%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
NAK
426
Northern Dynasty Minerals
NAK
$1.05B
$561K 0.04%
418,300
+18,300
FYX icon
427
First Trust Small Cap Core AlphaDEX Fund
FYX
$912M
$560K 0.04%
5,760
-326
DRI icon
428
Darden Restaurants
DRI
$21.4B
$560K 0.04%
2,568
+80
MRVL icon
429
Marvell Technology
MRVL
$76.5B
$559K 0.04%
7,220
+222
PHO icon
430
Invesco Water Resources ETF
PHO
$2.3B
$557K 0.04%
7,969
+229
KNGZ icon
431
First Trust Exchange-Traded Fund VI First Trust S&P 500 Diversified Dividend Aristocrats ETF
KNGZ
$54.2M
$555K 0.04%
16,520
-682
KMB icon
432
Kimberly-Clark
KMB
$40B
$554K 0.04%
4,296
+191
FLXS icon
433
Flexsteel Industries
FLXS
$192M
$552K 0.04%
15,316
-2,000
PAPR icon
434
Innovator US Equity Power Buffer ETF April
PAPR
$830M
$545K 0.04%
14,627
+1,700
BLOK icon
435
Amplify Blockchain Technology ETF
BLOK
$1.57B
$540K 0.04%
9,453
-238
NXDT
436
NexPoint Diversified Real Estate Trust
NXDT
$167M
$535K 0.04%
127,709
-109,285
DT icon
437
Dynatrace
DT
$15.2B
$535K 0.04%
9,692
+404
EFA icon
438
iShares MSCI EAFE ETF
EFA
$69B
$533K 0.04%
5,962
-22
SDVD icon
439
FT Vest SMID Rising Dividend Achievers Target Income ETF
SDVD
$623M
$532K 0.04%
25,919
+9,130
HQH
440
abrdn Healthcare Investors
HQH
$1.04B
$530K 0.04%
34,236
-452
BSX icon
441
Boston Scientific
BSX
$152B
$527K 0.04%
4,905
+2,059
RPV icon
442
Invesco S&P 500 Pure Value ETF
RPV
$1.39B
$527K 0.04%
5,619
-225
CGBL icon
443
Capital Group Core Balanced ETF
CGBL
$3.46B
$518K 0.04%
15,490
+7,789
HTD
444
John Hancock Tax-Advantaged Dividend Income Fund
HTD
$886M
$517K 0.04%
22,090
+750
BSCS icon
445
Invesco BulletShares 2028 Corporate Bond ETF
BSCS
$2.8B
$516K 0.04%
25,194
-517
AVT icon
446
Avnet
AVT
$4.16B
$514K 0.04%
9,679
+215
AVEM icon
447
Avantis Emerging Markets Equity ETF
AVEM
$13.9B
$511K 0.04%
7,452
AVDV icon
448
Avantis International Small Cap Value ETF
AVDV
$12.7B
$509K 0.04%
6,421
BSCP icon
449
Invesco BulletShares 2025 Corporate Bond ETF
BSCP
$2.97B
$507K 0.03%
24,524
-503
IDEV icon
450
iShares Core MSCI International Developed Markets ETF
IDEV
$22.6B
$501K 0.03%
6,591
+700
16 17
18
19 20