NFG

Nations Financial Group Portfolio holdings

AUM $1.9B
1-Year Est. Return 24.24%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+24.24%
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
626
– –
-13,484
627
– –
-15,354
628
– –
-5,991
629
– –
-3,026
630
– –
-2,173
631
– –
-10,733
632
– –
-12,000
633
– –
-1,633
634
– –
-3,650
635
– –
-2,343
636
– –
-10,321
637
– –
-5,015
638
– –
-43,530
639
– –
-18,171
640
– –
-5,536
641
– –
-2,809
642
– –
-4,565
643
– –
-54,405
644
– –
-34,416
645
– –
-19,529
646
– –
-9,653
647
– –
-11,000
648
– –
-10,615
22 23 24 25
26