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
$1.02B
AUM Growth
+$64.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
649
New
Increased
Reduced
Closed

Top Buys

1
+$3.37M
2
+$2.45M
3
+$2.26M
4
RDVI icon
FT Vest Rising Dividend Achievers Target Income ETF
RDVI
+$1.89M
5
TLH icon
iShares 10-20 Year Treasury Bond ETF
TLH
+$1.8M

Top Sells

1
+$3.53M
2
+$1.8M
3
+$1.78M
4
OXY icon
Occidental Petroleum
OXY
+$1.61M
5
NVDA icon
NVIDIA
NVDA
+$1.51M

Sector Composition

1 Technology 13.88%
2 Financials 6.99%
3 Healthcare 5.39%
4 Energy 4.83%
5 Consumer Discretionary 4.31%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$4.02M 0.39%
33,722
+6,940
52
$3.94M 0.39%
9,726
+3,284
53
$3.9M 0.38%
186,683
-2,960
54
$3.87M 0.38%
304,787
-2,515
55
$3.83M 0.38%
7,898
-65
56
$3.77M 0.37%
34,536
-1,862
57
$3.74M 0.37%
71,373
-14,349
58
$3.7M 0.36%
34,406
-1,701
59
$3.7M 0.36%
49,852
-1,687
60
$3.59M 0.35%
44,240
-21,900
61
$3.57M 0.35%
87,736
+2,009
62
$3.49M 0.34%
67,469
+1,850
63
$3.37M 0.33%
10,850
-56
64
$3.36M 0.33%
13,431
+55
65
$3.36M 0.33%
107,150
-725
66
$3.35M 0.33%
18,107
-1,183
67
$3.35M 0.33%
35,120
+214
68
$3.34M 0.33%
43,438
+7,664
69
$3.32M 0.33%
367,516
-24,800
70
$3.27M 0.32%
14,728
-229
71
$3.2M 0.31%
39,369
-2,730
72
$3.18M 0.31%
11,084
-12,296
73
$3.18M 0.31%
63,392
-69
74
$3.18M 0.31%
27,917
-422
75
$3.14M 0.31%
42,308
-153
1 2
3
4 5