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
501
$390K 0.03%
8,325
+9
502
$390K 0.03%
12,800
503
$389K 0.03%
2,368
+144
504
$389K 0.03%
6,608
+1,959
505
$388K 0.03%
16,872
-66
506
$386K 0.03%
786
+95
507
$384K 0.03%
1,428
-41
508
$383K 0.03%
3,969
+369
509
$382K 0.03%
3,543
-27
510
$382K 0.03%
+4,751
511
$381K 0.03%
4,756
+209
512
$381K 0.03%
11,529
+71
513
$379K 0.03%
7,061
+1,262
514
$376K 0.03%
13,700
+5,400
515
$371K 0.03%
73,600
-13,400
516
$371K 0.03%
6,208
-36
517
$370K 0.03%
1,169
+65
518
$369K 0.03%
6,859
+408
519
$369K 0.03%
8,283
-801
520
$369K 0.03%
19,043
+1,395
521
$369K 0.03%
4,794
+400
522
$366K 0.03%
8,679
+2,797
523
$360K 0.03%
5,229
+8
524
$359K 0.03%
+9,172
525
$355K 0.03%
6,858
+8
19 20
21
22 23