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
$760M
AUM Growth
+$101M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
494
New
Increased
Reduced
Closed

Top Buys

1
+$6.18M
2
+$5.16M
3
+$2.99M
4
IGSB icon
iShares 1-5 Year Investment Grade Corporate Bond ETF
IGSB
+$2.84M
5
PDP icon
Invesco Dorsey Wright Momentum ETF
PDP
+$2.63M

Top Sells

1
+$5.58M
2
+$5.04M
3
+$2.22M
4
META icon
Meta Platforms (Facebook)
META
+$2.16M
5
MBT
Mobile TeleSystems Public Joint Stock Company American Depositary Shares (Each representing 2 Shares
MBT
+$2.16M

Sector Composition

1 Technology 12.61%
2 Financials 7.37%
3 Healthcare 5.9%
4 Consumer Discretionary 4.91%
5 Industrials 4.2%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$5.35M 0.7%
15,190
-1,977
27
$5.09M 0.67%
14,445
+243
28
$4.84M 0.64%
29,739
+1,346
29
$4.83M 0.64%
96,117
-2,161
30
$4.55M 0.6%
14,186
+1,150
31
$4.51M 0.59%
44,379
-2,474
32
$4.42M 0.58%
32,659
+19,021
33
$4.3M 0.57%
22,823
-286
34
$4.17M 0.55%
140,954
-973
35
$4.15M 0.55%
24,295
+640
36
$4.05M 0.53%
22,149
+824
37
$3.99M 0.52%
27,111
+14,571
38
$3.88M 0.51%
9,341
+9
39
$3.87M 0.51%
76,316
-31,218
40
$3.84M 0.51%
64,099
+2,573
41
$3.67M 0.48%
68,161
+52,650
42
$3.6M 0.47%
8
43
$3.53M 0.46%
100,548
+3,547
44
$3.46M 0.46%
58,567
+24,920
45
$3.42M 0.45%
71,394
+62,458
46
$3.39M 0.45%
32,859
+89
47
$3.35M 0.44%
19,486
+2,571
48
$3.31M 0.44%
21,144
+3,541
49
$3.29M 0.43%
30,213
+1,760
50
$3.29M 0.43%
7,006
+219
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