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
626
$195K 0.01%
19,269
+77
627
$194K 0.01%
22,960
-1,755
628
$192K 0.01%
16,388
-34,271
629
$188K 0.01%
+11,344
630
$179K 0.01%
20,610
631
$171K 0.01%
18,321
-9,470
632
$169K 0.01%
20,235
-4,916
633
$164K 0.01%
11,430
-2,741
634
$163K 0.01%
13,474
635
$153K 0.01%
10,138
-7,528
636
$147K 0.01%
13,145
+89
637
$144K 0.01%
17,183
+2
638
$142K 0.01%
11,200
-500
639
$132K 0.01%
13,500
640
$131K 0.01%
13,219
+13
641
$128K 0.01%
22,893
+95
642
$126K 0.01%
+17,447
643
$123K 0.01%
13,990
+162
644
$110K 0.01%
+14,525
645
$97.4K 0.01%
13,080
-350
646
$74.8K 0.01%
19,949
647
$74.5K 0.01%
14,436
648
$66.6K 0.01%
+14,500
649
$64.3K ﹤0.01%
22,500
650
$48.9K ﹤0.01%
15,000
24 25
26
27 28