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
576
$236K 0.02%
+3,482
577
$234K 0.02%
+4,543
578
$233K 0.02%
5,530
-195
579
$232K 0.02%
2,241
-78
580
$232K 0.02%
291
+76
581
$230K 0.02%
8,500
-1,000
582
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+2,377
583
$229K 0.02%
20,420
584
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+2,105
585
$226K 0.02%
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586
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1,602
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587
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588
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+1,415
589
$222K 0.02%
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590
$221K 0.02%
+7,563
591
$220K 0.02%
2,817
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592
$218K 0.02%
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593
$217K 0.02%
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594
$217K 0.02%
5,662
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595
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596
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597
$216K 0.02%
5,793
-2,337
598
$215K 0.02%
+9,557
599
$214K 0.02%
5,780
-1,924
600
$214K 0.02%
4,161
-76
22 23
24
25 26