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
$1.38B
AUM Growth
+$153M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
698
New
Increased
Reduced
Closed

Top Buys

1
+$3.61M
2
+$3.52M
3
+$3.05M
4
IEI icon
iShares 3-7 Year Treasury Bond ETF
IEI
+$2.95M
5
VB icon
Vanguard Small-Cap ETF
VB
+$2.59M

Top Sells

1
+$3.72M
2
+$3M
3
+$2.77M
4
ICSH icon
iShares Ultra Short Duration Bond Active ETF
ICSH
+$2.48M
5
DJAN icon
FT Vest US Equity Deep Buffer ETF January
DJAN
+$2.2M

Sector Composition

1 Technology 13.83%
2 Financials 8.24%
3 Healthcare 5.25%
4 Energy 4.43%
5 Consumer Discretionary 4.3%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
476
$441K 0.03%
713
-1
477
$439K 0.03%
6,981
-847
478
$437K 0.03%
22,354
+17
479
$436K 0.03%
7,389
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480
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16,920
+2,390
481
$435K 0.03%
879
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482
$435K 0.03%
33,784
483
$435K 0.03%
2,305
+287
484
$434K 0.03%
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+1,214
485
$430K 0.03%
2,642
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486
$430K 0.03%
6,592
+266
487
$429K 0.03%
3,264
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488
$426K 0.03%
17,777
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489
$420K 0.03%
+1,645
490
$418K 0.03%
5,368
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491
$414K 0.03%
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493
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$406K 0.03%
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495
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3,238
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496
$403K 0.03%
3,166
+111
497
$398K 0.03%
765
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498
$397K 0.03%
+14,472
499
$396K 0.03%
+16,128
500
$394K 0.03%
5,560
+925
18 19
20
21 22