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
$691M
AUM Growth
-$54.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
568
New
Increased
Reduced
Closed

Top Buys

1
+$2.82M
2
+$2.39M
3
+$1.62M
4
SCHD icon
Schwab US Dividend Equity ETF
SCHD
+$1.47M
5
DTE icon
DTE Energy
DTE
+$1.46M

Top Sells

1
+$6.55M
2
+$5.93M
3
+$3.92M
4
DVN icon
Devon Energy
DVN
+$3.37M
5
MLPX icon
Global X MLP & Energy Infrastructure ETF
MLPX
+$3.26M

Sector Composition

1 Technology 9.83%
2 Energy 6.18%
3 Financials 5.68%
4 Healthcare 4.87%
5 Industrials 3.56%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
476
$217K 0.03%
8,575
477
$215K 0.03%
3,253
+15
478
$214K 0.03%
3,742
-7
479
$214K 0.03%
+3,230
480
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9,015
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481
$213K 0.03%
4,685
-375
482
$212K 0.03%
3,433
-145
483
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2,152
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484
$211K 0.03%
24,232
485
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+3,158
486
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487
$210K 0.03%
4,661
488
$210K 0.03%
+2,027
489
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5,176
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490
$207K 0.03%
11,067
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491
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+4,218
492
$207K 0.03%
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494
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4,696
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495
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496
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2,341
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497
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498
$204K 0.03%
1,945
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499
$203K 0.03%
4,662
-436
500
$203K 0.03%
+1,627
18 19
20
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