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
601
$97.7K 0.01%
15,306
-1,414
602
$91.5K 0.01%
17,495
+9
603
$86.8K 0.01%
+1,260
604
$82.3K 0.01%
21,369
-1,995
605
$69.3K 0.01%
10,718
606
$48K ﹤0.01%
15,000
+3,500
607
$41K ﹤0.01%
10,457
-1,324
608
$27.7K ﹤0.01%
383
609
$27.6K ﹤0.01%
12,000
610
$24K ﹤0.01%
750
-15
611
$15.1K ﹤0.01%
11,642
+200
612
$15K ﹤0.01%
12,000
613
$13.3K ﹤0.01%
10,000
614
– –
-19,529
615
– –
-92,423
616
– –
-2,126
617
– –
-7,125
618
– –
-5,964
619
– –
-50,435
620
– –
-6,150
621
– –
-7,821
622
– –
-2,858
623
– –
-908
624
– –
-13,081
625
– –
-6,476
22 23 24
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