NFG

Nations Financial Group Portfolio holdings

AUM $1.94B
1-Year Est. Return 25.81%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+25.81%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$1.94B
AUM Growth
+$41.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
801
New
Increased
Reduced
Closed

Top Buys

1
+$4.69M
2
+$4.04M
3
+$3.99M
4
MU icon
Micron Technology
MU
+$3.91M
5
LLY icon
Eli Lilly
LLY
+$3.47M

Top Sells

1
+$5.81M
2
+$3.75M
3
+$3.44M
4
LPLA icon
LPL Financial
LPLA
+$3.44M
5
UNM icon
Unum
UNM
+$2.97M

Sector Composition

1 Technology 12.3%
2 Financials 6.13%
3 Energy 4.45%
4 Communication Services 3.88%
5 Industrials 3.88%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
SHEL icon
551
Shell
SHEL
$249B
$476K 0.02%
5,123
-216
PWB icon
552
Invesco Large Cap Growth ETF
PWB
$1.85B
$476K 0.02%
3,781
-150
EDD
553
Morgan Stanley Emerging Markets Domestic Debt Fund
EDD
$360M
$476K 0.02%
93,815
+28,815
XYZ
554
Block Inc
XYZ
$42.9B
$474K 0.02%
7,877
-40
OKLO
555
Oklo
OKLO
$12.3B
$474K 0.02%
9,559
+657
SDOG icon
556
ALPS Sector Dividend Dogs ETF
SDOG
$1.35B
$471K 0.02%
7,246
+61
URNM icon
557
Sprott Uranium Miners ETF
URNM
$2.39B
$466K 0.02%
7,375
-2,775
FELG icon
558
Fidelity Enhanced Large Cap Growth ETF
FELG
$5.29B
$465K 0.02%
12,415
+847
CCJ icon
559
Cameco
CCJ
$53.2B
$465K 0.02%
4,281
-19,534
APP icon
560
Applovin
APP
$151B
$465K 0.02%
1,168
+60
DTCR icon
561
Global X Data Center & Digital Infrastructure ETF
DTCR
$1.56B
$463K 0.02%
19,330
+4,931
LUMN icon
562
Lumen
LUMN
$9.11B
$462K 0.02%
66,422
+2,500
JANT icon
563
AllianzIM U.S. Equity Buffer10 Jan ETF
JANT
$66.2M
$461K 0.02%
11,491
+96
PSLV icon
564
Sprott Physical Silver Trust
PSLV
$15.7B
$459K 0.02%
18,800
-5,050
TMUS icon
565
T-Mobile US
TMUS
$209B
$458K 0.02%
2,180
+28
IBB icon
566
iShares Biotechnology ETF
IBB
$8.33B
$452K 0.02%
2,674
-2,336
BIV icon
567
Vanguard Intermediate-Term Bond ETF
BIV
$28.6B
$448K 0.02%
5,810
+2,510
LH icon
568
Labcorp
LH
$21.7B
$447K 0.02%
1,675
-54
APD icon
569
Air Products & Chemicals
APD
$67.2B
$444K 0.02%
1,529
-5
NLY icon
570
Annaly Capital Management
NLY
$16.6B
$443K 0.02%
20,942
+28
TOUS icon
571
T. Rowe Price International Equity ETF
TOUS
$1.38B
$442K 0.02%
+12,808
GJAN icon
572
FT Vest US Equity Moderate Buffer ETF January
GJAN
$468M
$442K 0.02%
10,540
BOE icon
573
BlackRock Enhanced Global Dividend Trust
BOE
$648M
$432K 0.02%
39,430
-700
IYY icon
574
iShares Dow Jones US ETF
IYY
$2.84B
$430K 0.02%
2,714
+2
BLOK icon
575
Amplify Blockchain Technology ETF
BLOK
$1.12B
$427K 0.02%
8,575
-177
21 22
23
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