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
426
$263K 0.04%
37,161
+1,000
427
$262K 0.04%
4,071
+945
428
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+9,539
429
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430
$255K 0.04%
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431
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6,158
432
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+5,161
433
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434
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435
$251K 0.04%
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436
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3,054
-7,464
437
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438
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441
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6,163
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445
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446
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449
$241K 0.03%
12,550
+2,350
450
$241K 0.03%
1,773
+184
16 17
18
19 20