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
$1.61B
AUM Growth
+$151M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
741
New
Increased
Reduced
Closed

Top Buys

1
+$7.13M
2
+$5.6M
3
+$5.35M
4
HGER icon
Harbor Commodity All-Weather Strategy ETF
HGER
+$4.25M
5
DIVO icon
Amplify CWP Enhanced Dividend Income ETF
DIVO
+$3.68M

Top Sells

1
+$10.5M
2
+$3.14M
3
+$2.75M
4
INGR icon
Ingredion
INGR
+$2.72M
5
YEAR icon
AB Ultra Short Income ETF
YEAR
+$2.63M

Sector Composition

1 Technology 14.85%
2 Financials 7.45%
3 Communication Services 3.79%
4 Consumer Discretionary 3.73%
5 Healthcare 3.56%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
701
$109K 0.01%
19,038
+95
702
$99.5K 0.01%
10,748
703
$78.3K ﹤0.01%
13,000
704
$74.3K ﹤0.01%
22,500
705
$74.1K ﹤0.01%
14,411
-25
706
$72.4K ﹤0.01%
14,500
707
$66K ﹤0.01%
+1,207
708
$47.2K ﹤0.01%
13,632
709
$38.2K ﹤0.01%
19,500
+6,000
710
$36.5K ﹤0.01%
15,645
-2,500
711
$517 ﹤0.01%
+27,225
712
– –
-3,178
713
– –
-274
714
– –
-11,264
715
– –
-20,832
716
– –
-18,804
717
– –
-2,574
718
– –
-7,639
719
– –
-7,581
720
– –
-7,087
721
– –
-7,365
722
– –
-3,761
723
– –
-20,035
724
– –
-3,616
725
– –
-1,498
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