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
576
$216K 0.02%
2,077
-102
577
$215K 0.02%
25,837
+173
578
$215K 0.02%
68,359
+50,000
579
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580
$208K 0.02%
4,122
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581
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582
$207K 0.02%
7,851
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583
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+4,198
584
$204K 0.02%
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585
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20,000
586
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4,384
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588
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15,000
589
$194K 0.02%
10,000
590
$188K 0.02%
13,900
591
$185K 0.02%
23,445
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592
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593
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14,319
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13,502
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595
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596
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10,200
-400
597
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29,439
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598
$119K 0.01%
15,260
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599
$113K 0.01%
20,845
-362
600
$102K 0.01%
12,319
+1
22 23
24
25 26