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
$322M
AUM Growth
+$40.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
300
New
Increased
Reduced
Closed

Top Buys

1
+$3.44M
2
+$2.33M
3
+$1.39M
4
FTCS icon
First Trust Capital Strength ETF
FTCS
+$1.32M
5
MCHP icon
Microchip Technology
MCHP
+$1.11M

Top Sells

1
+$2.66M
2
+$1.41M
3
+$1.3M
4
KEYS icon
Keysight
KEYS
+$1.01M
5
EV
Eaton Vance Corp.
EV
+$860K

Sector Composition

1 Technology 14.56%
2 Healthcare 6.16%
3 Financials 5.82%
4 Consumer Discretionary 4.89%
5 Industrials 4.52%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$1.18M 0.36%
14,513
+367
77
$1.15M 0.36%
9,118
-30
78
$1.15M 0.36%
27,514
-2,667
79
$1.13M 0.35%
10,384
+1,420
80
$1.13M 0.35%
42,952
-1,092
81
$1.13M 0.35%
21,781
82
$1.11M 0.34%
+21,642
83
$1.08M 0.34%
3,422
+31
84
$1.07M 0.33%
13,560
-3,814
85
$1.06M 0.33%
4,787
-981
86
$1.04M 0.32%
17,699
-927
87
$1.03M 0.32%
11,793
+529
88
$1.03M 0.32%
6,925
-178
89
$1.02M 0.32%
53,709
+2,011
90
$1.02M 0.32%
5,179
-127
91
$1.01M 0.31%
12,151
+2,733
92
$999K 0.31%
+38,150
93
$995K 0.31%
1,989
-75
94
$985K 0.31%
5,085
+3,370
95
$973K 0.3%
24,836
+5,702
96
$969K 0.3%
4,591
+141
97
$969K 0.3%
7,721
-137
98
$944K 0.29%
9,049
+11
99
$931K 0.29%
35,943
-393
100
$929K 0.29%
6,702
-88
2 3
4
5 6