NFG
Nations Financial Group Portfolio holdings
AUM
$1.45B
1-Year Return
25.8%
This Quarter Return
+9.33%
1 Year Return
+25.8%
3 Year Return
+79.97%
5 Year Return
+141.16%
10 Year Return
–
AUM
$760M
AUM Growth
+$101M
(+15%)
Cap. Flow
+$47.4M
Cap. Flow
% of AUM
6.23%
Top 10 Holdings %
Top 10 Hldgs %
24%
Holding
494
New
60
Increased
241
Reduced
140
Closed
25
Top Buys
| 1 |
iShares TIPS Bond ETF
TIP
|
$6.18M |
| 2 |
iShares Core S&P 500 ETF
IVV
|
$5.16M |
| 3 |
First Trust Senior Loan Fund ETF
FTSL
|
$2.99M |
| 4 |
iShares 1-5 Year Investment Grade Corporate Bond ETF
IGSB
|
$2.84M |
| 5 |
Invesco Dorsey Wright Momentum ETF
PDP
|
$2.63M |
Top Sells
Sector Composition
| 1 | Technology | 12.61% |
| 2 | Financials | 7.37% |
| 3 | Healthcare | 5.9% |
| 4 | Consumer Discretionary | 4.91% |
| 5 | Industrials | 4.2% |
