NFG
Nations Financial Group Portfolio holdings
AUM
$1.45B
This Quarter Return
-0.05%
1 Year Return
+25.8%
3 Year Return
+79.97%
5 Year Return
+141.16%
10 Year Return
–
AUM
$1.31B
AUM Growth
+$1.31B
(-4.1%)
Cap. Flow
-$33.5M
Cap. Flow
% of AUM
-2.56%
Top 10 Holdings %
Top 10 Hldgs %
18.65%
Holding
717
New
50
Increased
282
Reduced
272
Closed
62
Top Buys
| 1 |
iShares Core S&P 500 ETF
IVV
|
$3.82M |
| 2 |
Vanguard Dividend Appreciation ETF
VIG
|
$3.69M |
| 3 |
GraniteShares Gold Shares
BAR
|
$3.19M |
| 4 |
Alibaba
BABA
|
$2.96M |
| 5 |
Valaris
VAL
|
$2.7M |
Top Sells
Sector Composition
| 1 | Technology | 12.93% |
| 2 | Financials | 9% |
| 3 | Energy | 4.76% |
| 4 | Healthcare | 4.38% |
| 5 | Consumer Discretionary | 3.98% |
