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
551
$262K 0.02%
+4,500
552
$262K 0.02%
4,129
-1,443
553
$260K 0.02%
10,922
-795
554
$259K 0.02%
1,287
+50
555
$258K 0.02%
2,813
-4,835
556
$258K 0.02%
+7,477
557
$257K 0.02%
5,704
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558
$253K 0.02%
5,478
-108
559
$251K 0.02%
7,045
-1,155
560
$248K 0.02%
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-60
561
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32,473
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562
$248K 0.02%
12,335
-300
563
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2,773
564
$244K 0.02%
4,966
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565
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$243K 0.02%
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568
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6,081
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6,960
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570
$236K 0.02%
3,344
571
$236K 0.02%
15,665
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572
$233K 0.02%
6,297
-12
573
$230K 0.02%
4,890
+35
574
$227K 0.02%
27,552
575
$227K 0.02%
5,076
+39
21 22
23
24 25