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
501
$294K 0.03%
+3,926
502
$294K 0.03%
10,000
503
$293K 0.03%
5,203
+1,128
504
$292K 0.03%
5,103
+1,109
505
$291K 0.03%
62,100
506
$290K 0.03%
221
-2
507
$289K 0.03%
12,696
-2,960
508
$289K 0.03%
5,721
+412
509
$288K 0.03%
3,265
-1,375
510
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5,686
-1,593
511
$287K 0.03%
+15,887
512
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43,078
+1,539
513
$284K 0.03%
+1,183
514
$284K 0.03%
24,034
515
$284K 0.03%
4,390
+150
516
$283K 0.03%
1,151
-138
517
$282K 0.03%
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$282K 0.03%
13,850
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519
$281K 0.03%
31,014
-1,232
520
$281K 0.03%
1,421
-20
521
$280K 0.03%
4,427
-199
522
$280K 0.03%
14,685
523
$278K 0.03%
3,590
-100
524
$278K 0.03%
4,547
+674
525
$275K 0.03%
9,700
-581
19 20
21
22 23