NFG

Nations Financial Group Portfolio holdings

AUM $1.61B
1-Year Est. Return 28.39%
This Quarter Est. Return
1 Year Est. Return
+28.39%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$1.31B
AUM Growth
-$56.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
717
New
Increased
Reduced
Closed

Top Buys

1
+$3.82M
2
+$3.69M
3
+$3.19M
4
BABA icon
Alibaba
BABA
+$2.96M
5
VAL icon
Valaris
VAL
+$2.7M

Top Sells

1
+$4.77M
2
+$4.14M
3
+$3.69M
4
FIXD icon
First Trust Smith Opportunistic Fixed Income ETF
FIXD
+$3.49M
5
FTCS icon
First Trust Capital Strength ETF
FTCS
+$3.46M

Sector Composition

1 Technology 12.93%
2 Financials 9%
3 Energy 4.76%
4 Healthcare 4.38%
5 Consumer Discretionary 3.98%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
501
$358K 0.03%
4,867
+126
502
$357K 0.03%
9,691
+720
503
$355K 0.03%
3,253
-74
504
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1,857
-1,674
505
$349K 0.03%
4,358
+177
506
$346K 0.03%
26,993
507
$346K 0.03%
73,600
508
$343K 0.03%
7,527
+12
509
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14,195
+28
510
$342K 0.03%
9,198
-1,099
511
$340K 0.03%
19,302
+3,714
512
$338K 0.03%
2,129
-26
513
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16,789
-6,592
514
$334K 0.03%
28,415
+6,159
515
$332K 0.03%
2,276
+13
516
$330K 0.03%
2,547
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517
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754
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518
$327K 0.03%
1,215
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519
$327K 0.02%
8,970
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520
$325K 0.02%
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521
$322K 0.02%
7,550
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522
$319K 0.02%
11,944
-508
523
$318K 0.02%
11,121
+1,132
524
$316K 0.02%
2,650
-1,019
525
$314K 0.02%
3,980
-224
19 20
21
22 23