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
$760M
AUM Growth
+$101M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
494
New
Increased
Reduced
Closed

Top Buys

1
+$6.18M
2
+$5.16M
3
+$2.99M
4
IGSB icon
iShares 1-5 Year Investment Grade Corporate Bond ETF
IGSB
+$2.84M
5
PDP icon
Invesco Dorsey Wright Momentum ETF
PDP
+$2.63M

Top Sells

1
+$5.58M
2
+$5.04M
3
+$2.22M
4
META icon
Meta Platforms (Facebook)
META
+$2.16M
5
MBT
Mobile TeleSystems Public Joint Stock Company American Depositary Shares (Each representing 2 Shares
MBT
+$2.16M

Sector Composition

1 Technology 12.61%
2 Financials 7.37%
3 Healthcare 5.9%
4 Consumer Discretionary 4.91%
5 Industrials 4.2%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$3.26M 0.43%
53,316
+5,647
52
$3.25M 0.43%
30,368
+9
53
$3.17M 0.42%
74,154
+4,687
54
$3.17M 0.42%
144,339
+33,348
55
$3.04M 0.4%
4,563
+2,883
56
$2.91M 0.38%
7,016
+485
57
$2.87M 0.38%
5,056
+2,304
58
$2.83M 0.37%
20,368
-14
59
$2.78M 0.37%
13,610
+629
60
$2.78M 0.37%
4,915
+401
61
$2.74M 0.36%
11,114
+197
62
$2.63M 0.35%
27,684
-525
63
$2.6M 0.34%
10,751
+1,041
64
$2.6M 0.34%
17,264
+4,154
65
$2.53M 0.33%
93,984
+10,308
66
$2.53M 0.33%
14,792
+3,979
67
$2.53M 0.33%
17,960
+2,223
68
$2.48M 0.33%
26,714
-321
69
$2.46M 0.32%
34,205
+2,530
70
$2.42M 0.32%
9,055
-1,077
71
$2.41M 0.32%
+7,586
72
$2.4M 0.32%
9,452
-8,726
73
$2.4M 0.32%
43,287
+22,323
74
$2.38M 0.31%
16,904
+2,525
75
$2.34M 0.31%
41,935
-377
1 2
3
4 5