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
$322M
AUM Growth
+$40.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
300
New
Increased
Reduced
Closed

Top Buys

1
+$3.44M
2
+$2.33M
3
+$1.39M
4
FTCS icon
First Trust Capital Strength ETF
FTCS
+$1.32M
5
MCHP icon
Microchip Technology
MCHP
+$1.11M

Top Sells

1
+$2.66M
2
+$1.41M
3
+$1.3M
4
KEYS icon
Keysight
KEYS
+$1.01M
5
EV
Eaton Vance Corp.
EV
+$860K

Sector Composition

1 Technology 14.56%
2 Healthcare 6.16%
3 Financials 5.82%
4 Consumer Discretionary 4.89%
5 Industrials 4.52%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$1.42M 0.44%
16,104
-40
52
$1.4M 0.43%
20,726
+30
53
$1.36M 0.42%
9,278
+763
54
$1.36M 0.42%
5,853
+84
55
$1.35M 0.42%
6,782
-374
56
$1.35M 0.42%
23,320
+9,851
57
$1.34M 0.42%
7,014
-159
58
$1.32M 0.41%
+20,927
59
$1.31M 0.41%
8,083
-1,593
60
$1.3M 0.4%
15,608
+552
61
$1.28M 0.4%
4,619
+309
62
$1.28M 0.4%
4
63
$1.27M 0.39%
4,631
-2,322
64
$1.27M 0.39%
59,036
-986
65
$1.26M 0.39%
10,701
+8,138
66
$1.25M 0.39%
11,872
+289
67
$1.24M 0.38%
92,178
-1,320
68
$1.24M 0.38%
35,461
+2,298
69
$1.22M 0.38%
7,187
+3,375
70
$1.21M 0.38%
23,391
+429
71
$1.2M 0.37%
12,897
+191
72
$1.2M 0.37%
3,857
+312
73
$1.2M 0.37%
8,568
+125
74
$1.19M 0.37%
4,233
-938
75
$1.19M 0.37%
23,838
-2,091
1 2
3
4 5