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
476
$323K 0.03%
+3,288
477
$322K 0.03%
3,325
+114
478
$322K 0.03%
11,313
-392
479
$322K 0.03%
3,590
+1
480
$321K 0.03%
32,239
481
$318K 0.03%
+11,810
482
$314K 0.03%
6,801
+6
483
$314K 0.03%
7,111
-288
484
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14,065
-2,921
485
$312K 0.03%
6,074
-100
486
$309K 0.03%
+12,323
487
$308K 0.03%
6,530
+1,175
488
$307K 0.03%
+11,571
489
$307K 0.03%
3,090
+16
490
$306K 0.03%
6,910
-125
491
$304K 0.03%
21,990
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492
$303K 0.03%
11,067
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493
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14,255
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494
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495
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5,120
-8,471
496
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3,699
+465
497
$299K 0.03%
9,191
-109
498
$299K 0.03%
18,929
+1,263
499
$298K 0.03%
6,002
500
$298K 0.03%
12,633
+2,203
18 19
20
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