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
$1.19B
AUM Growth
+$107M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
658
New
Increased
Reduced
Closed

Top Buys

1
+$3.21M
2
+$2.86M
3
+$2.55M
4
DJAN icon
FT Vest US Equity Deep Buffer ETF January
DJAN
+$2.39M
5
ULTA icon
Ulta Beauty
ULTA
+$1.81M

Top Sells

1
+$2.48M
2
+$2.34M
3
+$2.04M
4
SCHW icon
Charles Schwab
SCHW
+$1.95M
5
PEP icon
PepsiCo
PEP
+$1.83M

Sector Composition

1 Technology 13.43%
2 Financials 8.41%
3 Healthcare 5.08%
4 Energy 4.56%
5 Industrials 4.29%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$5.08M 0.43%
32,182
+1,086
52
$5.05M 0.43%
68,083
+17,594
53
$4.93M 0.42%
53,688
+1,635
54
$4.91M 0.41%
7,026
-239
55
$4.76M 0.4%
6,122
+4,124
56
$4.75M 0.4%
302,207
+62
57
$4.55M 0.38%
11,863
+52
58
$4.53M 0.38%
39,890
+7,282
59
$4.42M 0.37%
52,316
-7,397
60
$4.31M 0.36%
26,546
+75
61
$4.28M 0.36%
24,908
+1,596
62
$4.26M 0.36%
49,762
+10,591
63
$4.26M 0.36%
16,724
+169
64
$4.22M 0.36%
36,409
+3,604
65
$4.21M 0.35%
70,034
+563
66
$4.19M 0.35%
10,201
-301
67
$4.16M 0.35%
23,742
-10,475
68
$3.97M 0.33%
56,124
+11,571
69
$3.96M 0.33%
26,010
+669
70
$3.94M 0.33%
22,435
-469
71
$3.93M 0.33%
49,046
+4,758
72
$3.84M 0.32%
13,518
+232
73
$3.77M 0.32%
36,290
+651
74
$3.69M 0.31%
66,722
+2,606
75
$3.63M 0.31%
18,357
-172
1 2
3
4 5