NFG

Nations Financial Group Portfolio holdings

AUM $1.94B
1-Year Est. Return 25.81%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+25.81%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$1.61B
AUM Growth
+$151M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
741
New
Increased
Reduced
Closed

Top Buys

1
+$7.13M
2
+$5.6M
3
+$5.35M
4
HGER icon
Harbor Commodity All-Weather Strategy ETF
HGER
+$4.25M
5
DIVO icon
Amplify CWP Enhanced Dividend Income ETF
DIVO
+$3.68M

Top Sells

1
+$10.5M
2
+$3.14M
3
+$2.75M
4
INGR icon
Ingredion
INGR
+$2.72M
5
YEAR icon
AB Ultra Short Income ETF
YEAR
+$2.63M

Sector Composition

1 Technology 14.85%
2 Financials 7.45%
3 Communication Services 3.79%
4 Consumer Discretionary 3.73%
5 Healthcare 3.56%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$10.5M 0.66%
30,831
-77
27
$10.5M 0.65%
88,046
-375
28
$10.3M 0.64%
79,630
+580
29
$10M 0.62%
121,005
+8,108
30
$9.91M 0.62%
207,885
-25,340
31
$9.84M 0.61%
52,777
+1,668
32
$9.4M 0.59%
249,238
+10,472
33
$9.03M 0.56%
80,097
+592
34
$8.74M 0.54%
100,108
+4,373
35
$8.7M 0.54%
182,872
+14,269
36
$8.3M 0.52%
11
37
$8.19M 0.51%
29,107
-1,899
38
$8M 0.5%
188,751
-2,199
39
$7.91M 0.49%
327,367
+30,440
40
$7.87M 0.49%
251,636
-1,807
41
$7.75M 0.48%
129,257
+2,401
42
$7.71M 0.48%
106,688
+7,767
43
$7.41M 0.46%
+61,191
44
$7.37M 0.46%
16,565
+2,765
45
$7.21M 0.45%
49,529
+1,896
46
$7.13M 0.44%
187,518
+10,296
47
$7.12M 0.44%
136,814
-3,920
48
$7.12M 0.44%
68,871
+8,594
49
$6.92M 0.43%
32,083
-3,458
50
$6.91M 0.43%
24,759
+1,161
1
2
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