We are live on ! Find out more
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
$1.37B
AUM Growth
-$11.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
719
New
Increased
Reduced
Closed

Top Buys

1
+$9.73M
2
+$7.71M
3
+$7.27M
4
FFLC icon
Fidelity Fundamental Large Cap Core ETF
FFLC
+$6.24M
5
SOFI icon
SoFi Technologies
SOFI
+$3.85M

Top Sells

1
+$7.27M
2
+$7.21M
3
+$6.16M
4
VTV icon
Vanguard Value ETF
VTV
+$5.32M
5
MSFT icon
Microsoft
MSFT
+$5.25M

Sector Composition

1 Technology 14.5%
2 Financials 8.06%
3 Energy 4.41%
4 Healthcare 4.24%
5 Consumer Discretionary 4.15%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
676
– –
-5,958
677
– –
-13,706
678
– –
-6,237
679
– –
-15,122
680
– –
-73,923
681
– –
-7,051
682
– –
-44,765
683
– –
-22,678
684
– –
-9,315
685
– –
-799
686
– –
-1,030
687
– –
-3,760
688
– –
-1,307
689
– –
-767
690
– –
-1,280
691
– –
-29,346
692
– –
-2,803
693
– –
-5,280
694
– –
-8,805
695
– –
-3,552
696
– –
-2,376
697
– –
-25,104
698
– –
-11,785
699
– –
-2,171
700
– –
-10,922
25 26 27
28
29