NFG

Nations Financial Group Portfolio holdings

AUM $1.45B
1-Year Est. Return 25.8%
This Quarter Est. Return
1 Year Est. Return
+25.8%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$278M
AUM Growth
+$127M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
292
New
Increased
Reduced
Closed

Top Buys

1
+$4.28M
2
+$2.75M
3
+$2.7M
4
IVV icon
iShares Core S&P 500 ETF
IVV
+$2.68M
5
ITOT icon
iShares Core S&P Total US Stock Market ETF
ITOT
+$2.22M

Top Sells

1
+$608K
2
+$370K
3
+$218K
4
MMM icon
3M
MMM
+$216K
5
NEM icon
Newmont
NEM
+$212K

Sector Composition

1 Technology 10.29%
2 Healthcare 6.3%
3 Industrials 5.71%
4 Consumer Discretionary 5.34%
5 Financials 4.86%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$1.31M 0.47%
+7,047
52
$1.29M 0.46%
8,259
+2,649
53
$1.28M 0.46%
+25,720
54
$1.26M 0.45%
22,331
-106
55
$1.24M 0.44%
11,260
+7,860
56
$1.23M 0.44%
20,049
+1,462
57
$1.21M 0.44%
14,640
+2,547
58
$1.19M 0.43%
9,158
+3,311
59
$1.19M 0.43%
+19,946
60
$1.18M 0.42%
+6,162
61
$1.17M 0.42%
+3,318
62
$1.17M 0.42%
21,841
-68
63
$1.16M 0.42%
96,186
+3,600
64
$1.13M 0.41%
+12,505
65
$1.12M 0.4%
24,963
+18,305
66
$1.12M 0.4%
+20,932
67
$1.11M 0.4%
6,517
+1,616
68
$1.11M 0.4%
+22,022
69
$1.1M 0.4%
6,161
+4,342
70
$1.09M 0.39%
8,892
+6,207
71
$1.06M 0.38%
29,250
+768
72
$1.04M 0.38%
9,004
+6,958
73
$1.04M 0.37%
+9,291
74
$1.03M 0.37%
27,995
75
$1.02M 0.37%
+47,565
1 2
3
4 5