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
576
$226K 0.02%
+3,897
577
$226K 0.02%
21,500
-3,000
578
$223K 0.02%
4,437
-505
579
$223K 0.02%
5,493
-4,607
580
$222K 0.02%
20,000
581
$219K 0.02%
2,375
582
$219K 0.02%
457
-36
583
$219K 0.02%
+972
584
$218K 0.02%
+6,000
585
$218K 0.02%
+4,810
586
$217K 0.02%
+8,050
587
$217K 0.02%
+7,300
588
$215K 0.02%
+5,520
589
$214K 0.02%
+2,850
590
$212K 0.02%
23,362
591
$210K 0.02%
6,591
-3,853
592
$209K 0.02%
+9,032
593
$209K 0.02%
+6,803
594
$208K 0.02%
+9,140
595
$207K 0.02%
+5,285
596
$206K 0.02%
5,810
-24
597
$203K 0.02%
1,767
-3,295
598
$201K 0.02%
3,311
599
$201K 0.02%
11,609
+1,015
600
$201K 0.02%
128,604
-3,700
22 23
24
25 26