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
$760M
AUM Growth
+$101M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
494
New
Increased
Reduced
Closed

Top Buys

1
+$6.18M
2
+$5.16M
3
+$2.99M
4
IGSB icon
iShares 1-5 Year Investment Grade Corporate Bond ETF
IGSB
+$2.84M
5
PDP icon
Invesco Dorsey Wright Momentum ETF
PDP
+$2.63M

Top Sells

1
+$5.58M
2
+$5.04M
3
+$2.22M
4
META icon
Meta Platforms (Facebook)
META
+$2.16M
5
MBT
Mobile TeleSystems Public Joint Stock Company American Depositary Shares (Each representing 2 Shares
MBT
+$2.16M

Sector Composition

1 Technology 12.61%
2 Financials 7.37%
3 Healthcare 5.9%
4 Consumer Discretionary 4.91%
5 Industrials 4.2%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$2.33M 0.31%
33,512
+3,388
77
$2.33M 0.31%
64,314
-810
78
$2.31M 0.3%
19,782
-23
79
$2.26M 0.3%
8,740
+274
80
$2.25M 0.3%
30,186
-615
81
$2.25M 0.3%
13,759
+2,218
82
$2.2M 0.29%
27,225
-22
83
$2.17M 0.29%
15,969
+532
84
$2.09M 0.27%
18,848
+656
85
$2.09M 0.27%
6,086
-463
86
$2.08M 0.27%
13,431
-2,688
87
$2.07M 0.27%
24,325
+293
88
$2.07M 0.27%
10,537
+472
89
$1.98M 0.26%
6,788
+74
90
$1.98M 0.26%
28,254
+1,521
91
$1.95M 0.26%
37,665
+14,594
92
$1.93M 0.25%
+34,740
93
$1.93M 0.25%
24,506
+624
94
$1.91M 0.25%
4,449
+40
95
$1.9M 0.25%
8,221
-3,448
96
$1.89M 0.25%
39,270
+801
97
$1.87M 0.25%
37,413
-35,211
98
$1.87M 0.25%
6,387
-55
99
$1.86M 0.24%
21,369
+229
100
$1.86M 0.24%
6,155
+174
2 3
4
5 6