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
501
$202K 0.03%
+2,820
502
$202K 0.03%
1,240
+3
503
$202K 0.03%
24,900
+2,450
504
$201K 0.03%
6,150
505
$201K 0.03%
23,850
+5,850
506
$201K 0.03%
18,500
-500
507
$199K 0.03%
16,744
508
$197K 0.03%
+15,364
509
$193K 0.03%
11,780
510
$190K 0.03%
13,900
+2,200
511
$184K 0.03%
17,350
512
$174K 0.03%
+28,550
513
$156K 0.02%
33,394
514
$156K 0.02%
34,416
+7,000
515
$153K 0.02%
27,464
-794
516
$145K 0.02%
14,500
517
$144K 0.02%
+10,145
518
$136K 0.02%
+10,300
519
$118K 0.02%
12,239
+2,008
520
$118K 0.02%
13,484
521
$110K 0.02%
+12,000
522
$109K 0.02%
13,419
+98
523
$109K 0.02%
28,859
-2,500
524
$78K 0.01%
13,559
+7
525
$69K 0.01%
18,028
+1
19 20
21
22 23