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
26
$6.41M 0.63%
38,747
+698
27
$6.08M 0.6%
131,639
-6,905
28
$6M 0.59%
288,415
+117,835
29
$5.99M 0.59%
27,181
+1,041
30
$5.76M 0.57%
66,350
+13,020
31
$5.74M 0.56%
81,463
-16,725
32
$5.61M 0.55%
10,423
+411
33
$5.59M 0.55%
21,353
+3,132
34
$5.48M 0.54%
208,149
+5,563
35
$5.29M 0.52%
29,678
+1,133
36
$4.91M 0.48%
22,321
+366
37
$4.79M 0.47%
32,009
+1,518
38
$4.74M 0.47%
15,376
+304
39
$4.66M 0.46%
9
40
$4.63M 0.45%
9,622
+98
41
$4.61M 0.45%
50,283
-1,567
42
$4.51M 0.44%
183,245
+12,829
43
$4.39M 0.43%
27,873
-789
44
$4.32M 0.42%
28,450
+285
45
$4.28M 0.42%
18,961
-14
46
$4.23M 0.42%
338,226
-7,045
47
$4.21M 0.41%
21,633
-781
48
$4.13M 0.41%
42,216
+1,468
49
$4.1M 0.4%
83,124
+6,054
50
$4.1M 0.4%
9,189
+101
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2
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