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
$1.02B
AUM Growth
+$64.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
649
New
Increased
Reduced
Closed

Top Buys

1
+$3.37M
2
+$2.45M
3
+$2.26M
4
RDVI icon
FT Vest Rising Dividend Achievers Target Income ETF
RDVI
+$1.89M
5
TLH icon
iShares 10-20 Year Treasury Bond ETF
TLH
+$1.8M

Top Sells

1
+$3.53M
2
+$1.8M
3
+$1.78M
4
OXY icon
Occidental Petroleum
OXY
+$1.61M
5
NVDA icon
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%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
451
$363K 0.04%
3,767
-416
452
$357K 0.04%
8,645
-325
453
$357K 0.04%
6,200
454
$357K 0.04%
+6,908
455
$355K 0.03%
7,980
+678
456
$354K 0.03%
29,433
-2,775
457
$352K 0.03%
11,379
+676
458
$351K 0.03%
7,031
-1,709
459
$351K 0.03%
9,695
460
$350K 0.03%
11,397
+2,092
461
$349K 0.03%
19,572
+210
462
$344K 0.03%
2,345
+204
463
$343K 0.03%
7,442
-235
464
$342K 0.03%
6,677
-592
465
$340K 0.03%
8,400
-164
466
$340K 0.03%
4,811
467
$338K 0.03%
3,820
468
$336K 0.03%
5,704
-194
469
$336K 0.03%
5,409
-166
470
$334K 0.03%
2,181
+173
471
$334K 0.03%
3,809
-169
472
$331K 0.03%
8,592
+488
473
$330K 0.03%
5,280
-268
474
$328K 0.03%
5,049
-107
475
$327K 0.03%
6,845
-1,715
17 18
19
20 21