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NFG

Nations Financial Group Portfolio holdings

AUM $1.94B
1-Year Est. Return 25.81%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+25.81%
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
+$3.19M
2
+$2.3M
3
+$2.17M
4
RDVI icon
FT Vest Rising Dividend Achievers Target Income ETF
RDVI
+$1.83M
5
TLH icon
iShares 10-20 Year Treasury Bond ETF
TLH
+$1.82M

Top Sells

1
+$3.03M
2
+$1.8M
3
+$1.79M
4
OXY icon
Occidental Petroleum
OXY
+$1.65M
5
DAPR icon
FT Vest US Equity Deep Buffer ETF April
DAPR
+$1.5M

Sector Composition

1 Technology 13.88%
2 Financials 7.01%
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
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629
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637
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