NFG
Nations Financial Group Portfolio holdings
AUM
$1.45B
1-Year Return
25.8%
This Quarter Return
+6.71%
1 Year Return
+25.8%
3 Year Return
+79.97%
5 Year Return
+141.16%
10 Year Return
–
AUM
$1.02B
AUM Growth
+$64.9M
(+6.8%)
Cap. Flow
+$11.6M
Cap. Flow
% of AUM
1.14%
Top 10 Holdings %
Top 10 Hldgs %
20.67%
Holding
649
New
33
Increased
257
Reduced
270
Closed
35
Top Buys
| 1 |
Vanguard S&P 500 ETF
VOO
|
$3.37M |
| 2 |
Blackstone Mortgage Trust
BXMT
|
$2.45M |
| 3 |
iShares 7-10 Year Treasury Bond ETF
IEF
|
$2.26M |
| 4 |
FT Vest Rising Dividend Achievers Target Income ETF
RDVI
|
$1.89M |
| 5 |
iShares 10-20 Year Treasury Bond ETF
TLH
|
$1.8M |
Top Sells
| 1 |
Meta Platforms (Facebook)
META
|
$3.53M |
| 2 |
GraniteShares Gold Shares
BAR
|
$1.8M |
| 3 |
iShares 1-3 Year Treasury Bond ETF
SHY
|
$1.78M |
| 4 |
Occidental Petroleum
OXY
|
$1.61M |
| 5 |
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% |
