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
$691M
AUM Growth
-$54.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
568
New
Increased
Reduced
Closed

Top Buys

1
+$2.82M
2
+$2.39M
3
+$1.62M
4
SCHD icon
Schwab US Dividend Equity ETF
SCHD
+$1.47M
5
DTE icon
DTE Energy
DTE
+$1.46M

Top Sells

1
+$6.55M
2
+$5.93M
3
+$3.92M
4
DVN icon
Devon Energy
DVN
+$3.37M
5
MLPX icon
Global X MLP & Energy Infrastructure ETF
MLPX
+$3.26M

Sector Composition

1 Technology 9.83%
2 Energy 6.18%
3 Financials 5.68%
4 Healthcare 4.87%
5 Industrials 3.56%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$2.82M 0.41%
+106,350
52
$2.75M 0.4%
22,615
+2,257
53
$2.75M 0.4%
33,902
+2,950
54
$2.74M 0.4%
28,730
-303
55
$2.7M 0.39%
11,955
-18
56
$2.7M 0.39%
9,796
-457
57
$2.67M 0.39%
82,167
+947
58
$2.66M 0.38%
97,526
+3,575
59
$2.64M 0.38%
23,394
+2,072
60
$2.62M 0.38%
20,410
-779
61
$2.46M 0.36%
30,924
-301
62
$2.46M 0.36%
30,947
+243
63
$2.45M 0.35%
36,880
+1,660
64
$2.44M 0.35%
18,077
-174
65
$2.42M 0.35%
331,979
+34,963
66
$2.39M 0.35%
61,394
+4,686
67
$2.36M 0.34%
193,095
68
$2.35M 0.34%
175,310
+101,301
69
$2.34M 0.34%
54,093
+363
70
$2.28M 0.33%
18,845
+847
71
$2.27M 0.33%
6,801
-230
72
$2.22M 0.32%
58,394
+20,467
73
$2.16M 0.31%
17,092
+651
74
$2.16M 0.31%
40,961
-3,139
75
$2.12M 0.31%
34,538
+230
1 2
3
4 5