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
$1.19B
AUM Growth
+$107M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
658
New
Increased
Reduced
Closed

Top Buys

1
+$3.21M
2
+$2.86M
3
+$2.55M
4
DJAN icon
FT Vest US Equity Deep Buffer ETF January
DJAN
+$2.39M
5
ULTA icon
Ulta Beauty
ULTA
+$1.81M

Top Sells

1
+$2.48M
2
+$2.34M
3
+$2.04M
4
SCHW icon
Charles Schwab
SCHW
+$1.95M
5
PEP icon
PepsiCo
PEP
+$1.83M

Sector Composition

1 Technology 13.43%
2 Financials 8.41%
3 Healthcare 5.08%
4 Energy 4.56%
5 Industrials 4.29%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
476
$401K 0.03%
8,093
+1,798
477
$401K 0.03%
11,780
478
$398K 0.03%
6,870
479
$398K 0.03%
7,374
+3
480
$395K 0.03%
762
-334
481
$393K 0.03%
13,686
+671
482
$388K 0.03%
15,327
-2,055
483
$387K 0.03%
3,790
484
$386K 0.03%
8,308
-36
485
$386K 0.03%
+9,936
486
$384K 0.03%
9,439
+3,067
487
$383K 0.03%
1,104
-144
488
$376K 0.03%
9,562
+1,951
489
$372K 0.03%
5,075
+9
490
$368K 0.03%
2,204
+583
491
$367K 0.03%
5,212
+8
492
$366K 0.03%
6,757
+596
493
$365K 0.03%
4,111
-284
494
$362K 0.03%
15,215
-4,300
495
$360K 0.03%
3,500
-19
496
$359K 0.03%
10,991
+1,933
497
$357K 0.03%
855
+10
498
$354K 0.03%
6,114
+228
499
$354K 0.03%
9,709
-1,250
500
$352K 0.03%
21,487
-2,800
18 19
20
21 22