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
$1.61B
AUM Growth
+$151M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
741
New
Increased
Reduced
Closed

Top Buys

1
+$7.41M
2
+$5.74M
3
+$5.55M
4
HGER icon
Harbor Commodity All-Weather Strategy ETF
HGER
+$4.41M
5
DIVO icon
Amplify CWP Enhanced Dividend Income ETF
DIVO
+$3.78M

Top Sells

1
+$10.9M
2
+$3.15M
3
+$3.14M
4
BAR icon
GraniteShares Gold Shares
BAR
+$2.82M
5
INGR icon
Ingredion
INGR
+$2.72M

Sector Composition

1 Technology 14.85%
2 Financials 7.43%
3 Communication Services 3.79%
4 Consumer Discretionary 3.73%
5 Healthcare 3.56%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
GIS icon
526
General Mills
GIS
$25.1B
$404K 0.03%
8,015
-109
NUKZ icon
527
Range Nuclear Renaissance Index ETF
NUKZ
$744M
$403K 0.03%
+6,191
FNX icon
528
First Trust Mid Cap Core AlphaDEX Fund
FNX
$1.19B
$402K 0.03%
3,204
SCHP icon
529
Schwab US TIPS ETF
SCHP
$14.6B
$402K 0.03%
+14,900
GEV icon
530
GE Vernova
GEV
$185B
$399K 0.02%
648
+65
NLY icon
531
Annaly Capital Management
NLY
$15.3B
$399K 0.02%
19,725
RNP icon
532
Cohen & Steers REIT and Preferred and Income Fund
RNP
$941M
$397K 0.02%
17,649
OWL icon
533
Blue Owl Capital
OWL
$10.4B
$392K 0.02%
23,173
+2,125
FSEC icon
534
Fidelity Investment Grade Securitized ETF
FSEC
$4.3B
$392K 0.02%
+8,887
TIP icon
535
iShares TIPS Bond ETF
TIP
$14B
$392K 0.02%
3,521
-292
FTAI icon
536
FTAI Aviation
FTAI
$17.5B
$391K 0.02%
+2,346
ISRG icon
537
Intuitive Surgical
ISRG
$198B
$390K 0.02%
871
-29
XBI icon
538
State Street SPDR S&P Biotech ETF
XBI
$7.95B
$387K 0.02%
3,860
-25,384
SPDW icon
539
SPDR Portfolio Developed World ex-US ETF
SPDW
$33.4B
$384K 0.02%
8,970
SDY icon
540
State Street SPDR S&P Dividend ETF
SDY
$20.3B
$379K 0.02%
2,708
-32
TY icon
541
TRI-Continental Corp
TY
$1.69B
$378K 0.02%
11,106
PSLV icon
542
Sprott Physical Silver Trust
PSLV
$12.8B
$377K 0.02%
24,000
-1,300
CTRE icon
543
CareTrust REIT
CTRE
$8.17B
$376K 0.02%
10,850
-283
FELG icon
544
Fidelity Enhanced Large Cap Growth ETF
FELG
$4.61B
$375K 0.02%
9,115
+1,468
PHYS icon
545
Sprott Physical Gold
PHYS
$15.8B
$374K 0.02%
12,619
+250
ADM icon
546
Archer Daniels Midland
ADM
$28.9B
$372K 0.02%
6,231
+27
PJAN icon
547
Innovator US Equity Power Buffer ETF January
PJAN
$1.18B
$372K 0.02%
8,124
+295
NXJ icon
548
Nuveen New Jersey Quality Municipal Income Fund
NXJ
$523M
$371K 0.02%
29,864
+1,986
IYW icon
549
iShares US Technology ETF
IYW
$20.7B
$370K 0.02%
1,890
+81
GLW icon
550
Corning
GLW
$75.5B
$370K 0.02%
4,512
+7
20 21
22
23 24