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
$1.19B
AUM Growth
+$107M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
658
New
Increased
Reduced
Closed

Top Buys

1
+$3.21M
2
+$2.86M
3
+$2.55M
4
DJAN icon
FT Vest US Equity Deep Buffer ETF January
DJAN
+$2.39M
5
ULTA icon
Ulta Beauty
ULTA
+$1.81M

Top Sells

1
+$2.48M
2
+$2.34M
3
+$2.04M
4
SCHW icon
Charles Schwab
SCHW
+$1.95M
5
PEP icon
PepsiCo
PEP
+$1.83M

Sector Composition

1 Technology 13.43%
2 Financials 8.41%
3 Healthcare 5.08%
4 Energy 4.56%
5 Industrials 4.29%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
426
$465K 0.04%
5,540
+1,369
427
$462K 0.04%
22,051
+361
428
$460K 0.04%
16,925
429
$457K 0.04%
7,929
+113
430
$456K 0.04%
11,984
+2,540
431
$454K 0.04%
+22,622
432
$452K 0.04%
34,097
-8,931
433
$451K 0.04%
+14,285
434
$449K 0.04%
9,131
-425
435
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3,364
+517
436
$447K 0.04%
6,393
+1,001
437
$445K 0.04%
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438
$445K 0.04%
11,484
-8
439
$445K 0.04%
+9,778
440
$444K 0.04%
3,375
-18
441
$443K 0.04%
6,660
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442
$438K 0.04%
42,310
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443
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17,365
444
$436K 0.04%
+6,200
445
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15,425
-4,320
446
$434K 0.04%
4,143
+1,498
447
$433K 0.04%
13,439
+135
448
$433K 0.04%
1,484
+32
449
$431K 0.04%
10,150
-696
450
$431K 0.04%
9,535
+2,638
16 17
18
19 20