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
$1.19B
AUM Growth
+$107M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
658
New
Increased
Reduced
Closed

Top Buys

1
+$3.21M
2
+$2.86M
3
+$2.55M
4
DJAN icon
FT Vest US Equity Deep Buffer ETF January
DJAN
+$2.39M
5
ULTA icon
Ulta Beauty
ULTA
+$1.81M

Top Sells

1
+$2.48M
2
+$2.34M
3
+$2.04M
4
SCHW icon
Charles Schwab
SCHW
+$1.95M
5
PEP icon
PepsiCo
PEP
+$1.83M

Sector Composition

1 Technology 13.43%
2 Financials 8.41%
3 Healthcare 5.08%
4 Energy 4.56%
5 Industrials 4.29%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
526
$297K 0.03%
22,430
527
$295K 0.02%
8,220
+314
528
$294K 0.02%
3,397
+158
529
$293K 0.02%
29,293
-3,740
530
$293K 0.02%
8,150
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531
$291K 0.02%
6,554
-5
532
$289K 0.02%
10,892
-126
533
$289K 0.02%
6,393
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534
$288K 0.02%
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-86
535
$284K 0.02%
1,043
-84
536
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13,350
537
$281K 0.02%
5,226
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538
$280K 0.02%
12,473
+29
539
$279K 0.02%
7,114
+1,560
540
$279K 0.02%
+5,882
541
$279K 0.02%
8,725
+1,380
542
$277K 0.02%
1,119
-153
543
$274K 0.02%
+5,987
544
$274K 0.02%
50,590
+3,591
545
$273K 0.02%
4,286
546
$273K 0.02%
3,399
-125
547
$272K 0.02%
4,594
+32
548
$269K 0.02%
10,500
+500
549
$269K 0.02%
7,719
+318
550
$268K 0.02%
4,266
-3,575
20 21
22
23 24