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
526
$274K 0.03%
20,515
527
$274K 0.03%
23,629
-3,647
528
$274K 0.03%
11,590
529
$273K 0.03%
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530
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531
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532
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6,742
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533
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534
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535
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536
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8,113
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537
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8,200
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538
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539
$259K 0.03%
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540
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546
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547
$251K 0.02%
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548
$251K 0.02%
9,175
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549
$247K 0.02%
4,361
-18
550
$246K 0.02%
24,500
20 21
22
23 24