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
$1.31B
AUM Growth
-$56.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
717
New
Increased
Reduced
Closed

Top Buys

1
+$3.82M
2
+$3.69M
3
+$3.19M
4
BABA icon
Alibaba
BABA
+$2.96M
5
VAL icon
Valaris
VAL
+$2.7M

Top Sells

1
+$4.77M
2
+$4.14M
3
+$3.69M
4
FIXD icon
First Trust Smith Opportunistic Fixed Income ETF
FIXD
+$3.49M
5
FTCS icon
First Trust Capital Strength ETF
FTCS
+$3.46M

Sector Composition

1 Technology 12.93%
2 Financials 9%
3 Energy 4.76%
4 Healthcare 4.38%
5 Consumer Discretionary 3.98%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
551
$279K 0.02%
3,591
552
$278K 0.02%
13,200
553
$276K 0.02%
7,950
-1,023
554
$275K 0.02%
7,477
555
$275K 0.02%
+13,300
556
$273K 0.02%
4,805
557
$269K 0.02%
+10,441
558
$269K 0.02%
2,617
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559
$267K 0.02%
7,465
560
$266K 0.02%
5,219
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561
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+4,292
562
$260K 0.02%
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-308
563
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564
$259K 0.02%
6,100
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565
$252K 0.02%
4,009
-3,116
566
$252K 0.02%
6,035
567
$251K 0.02%
6,344
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568
$248K 0.02%
464
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569
$244K 0.02%
3,186
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570
$241K 0.02%
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571
$241K 0.02%
1,400
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572
$239K 0.02%
7,701
+100
573
$238K 0.02%
11,545
574
$238K 0.02%
2,539
575
$237K 0.02%
4,927
21 22
23
24 25