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
$278M
AUM Growth
+$127M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
292
New
Increased
Reduced
Closed

Top Buys

1
+$4.28M
2
+$2.75M
3
+$2.7M
4
IVV icon
iShares Core S&P 500 ETF
IVV
+$2.68M
5
ITOT icon
iShares Core S&P Total US Stock Market ETF
ITOT
+$2.22M

Top Sells

1
+$608K
2
+$370K
3
+$218K
4
MMM icon
3M
MMM
+$216K
5
NEM icon
Newmont
NEM
+$212K

Sector Composition

1 Technology 10.29%
2 Healthcare 6.3%
3 Industrials 5.71%
4 Consumer Discretionary 5.34%
5 Financials 4.86%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$1M 0.36%
7,851
+925
77
$999K 0.36%
+16,398
78
$994K 0.36%
7,213
+670
79
$993K 0.36%
+6,905
80
$977K 0.35%
8,081
+238
81
$968K 0.35%
+4,693
82
$967K 0.35%
11,932
+1,514
83
$965K 0.35%
+3,471
84
$964K 0.35%
+21,146
85
$957K 0.34%
+190,400
86
$955K 0.34%
10,480
-238
87
$954K 0.34%
+9,456
88
$950K 0.34%
10,024
-143
89
$944K 0.34%
+13,148
90
$928K 0.33%
23,742
-18
91
$911K 0.33%
6,899
+474
92
$894K 0.32%
+8,380
93
$890K 0.32%
38,010
+18,624
94
$889K 0.32%
5,768
+174
95
$883K 0.32%
3,764
+1,766
96
$875K 0.31%
+13,545
97
$860K 0.31%
+3,403
98
$849K 0.31%
7,468
+533
99
$848K 0.31%
7,838
+490
100
$845K 0.3%
16,650
+73
2 3
4
5 6