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
$1.31B
AUM Growth
-$56.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
717
New
Increased
Reduced
Closed

Top Buys

1
+$4.01M
2
+$3.78M
3
+$2.95M
4
BAR icon
GraniteShares Gold Shares
BAR
+$2.92M
5
GOLD
Gold.com Inc
GOLD
+$2.7M

Top Sells

1
+$4.77M
2
+$4.31M
3
+$3.83M
4
VB icon
Vanguard Small-Cap ETF
VB
+$3.56M
5
FIXD icon
First Trust Smith Opportunistic Fixed Income ETF
FIXD
+$3.45M

Sector Composition

1 Technology 12.93%
2 Financials 9.03%
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
651
$40.1K ﹤0.01%
+12,000
652
$31.1K ﹤0.01%
+10,265
653
$24.5K ﹤0.01%
18,145
+2,500
654
$3.7K ﹤0.01%
+153
655
$3.46K ﹤0.01%
500
656
– –
-4,291
657
– –
-15,180
658
– –
-18,476
659
– –
-40,094
660
– –
-5,652
661
– –
-33,250
662
– –
-10,344
663
– –
-5,121
664
– –
-1,793
665
– –
-26,305
666
– –
-25,412
667
– –
-174,959
668
– –
-23,386
669
– –
-2,788
670
– –
-16,118
671
– –
-3,400
672
– –
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673
– –
-1,122
674
– –
-7,834
675
– –
-38,585
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