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
$1.38B
AUM Growth
+$153M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
698
New
Increased
Reduced
Closed

Top Buys

1
+$3.61M
2
+$3.52M
3
+$3.05M
4
IEI icon
iShares 3-7 Year Treasury Bond ETF
IEI
+$2.95M
5
VB icon
Vanguard Small-Cap ETF
VB
+$2.59M

Top Sells

1
+$3.72M
2
+$3M
3
+$2.77M
4
ICSH icon
iShares Ultra Short Duration Bond Active ETF
ICSH
+$2.48M
5
DJAN icon
FT Vest US Equity Deep Buffer ETF January
DJAN
+$2.2M

Sector Composition

1 Technology 13.83%
2 Financials 8.24%
3 Healthcare 5.25%
4 Energy 4.43%
5 Consumer Discretionary 4.3%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$5.82M 0.42%
44,312
+2,361
52
$5.67M 0.41%
62,818
+2,915
53
$5.61M 0.41%
71,836
+1,702
54
$5.52M 0.4%
27,958
+4,566
55
$5.52M 0.4%
43,924
+234
56
$5.5M 0.4%
6,204
+51
57
$5.42M 0.39%
36,783
+3,204
58
$5.4M 0.39%
47,593
+2,321
59
$5.24M 0.38%
19,329
+1,628
60
$5.21M 0.38%
26,441
+2,223
61
$5.14M 0.37%
6,634
-180
62
$5.12M 0.37%
319,141
+17,021
63
$5.12M 0.37%
60,580
+7,229
64
$5.08M 0.37%
24,652
-4
65
$4.99M 0.36%
39,168
-496
66
$4.97M 0.36%
54,557
+5,451
67
$4.87M 0.35%
42,695
+2,538
68
$4.75M 0.34%
167,223
+1,151
69
$4.7M 0.34%
51,749
+1,482
70
$4.64M 0.34%
19,564
+10,903
71
$4.56M 0.33%
47,610
-2,158
72
$4.5M 0.33%
182,701
+14,024
73
$4.38M 0.32%
80,485
+8,766
74
$4.35M 0.32%
10,731
-60
75
$4.34M 0.31%
25,724
+344
1 2
3
4 5