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
$691M
AUM Growth
-$54.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
568
New
Increased
Reduced
Closed

Top Buys

1
+$2.82M
2
+$2.39M
3
+$1.62M
4
SCHD icon
Schwab US Dividend Equity ETF
SCHD
+$1.47M
5
DTE icon
DTE Energy
DTE
+$1.46M

Top Sells

1
+$6.55M
2
+$5.93M
3
+$3.92M
4
DVN icon
Devon Energy
DVN
+$3.37M
5
MLPX icon
Global X MLP & Energy Infrastructure ETF
MLPX
+$3.26M

Sector Composition

1 Technology 9.83%
2 Energy 6.18%
3 Financials 5.68%
4 Healthcare 4.87%
5 Industrials 3.56%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$2.12M 0.31%
29,838
+372
77
$2.11M 0.31%
4,478
+86
78
$2.1M 0.3%
20,124
+1,368
79
$2.08M 0.3%
11,054
-201
80
$2.03M 0.29%
15,152
-12,424
81
$2.02M 0.29%
7,836
-31
82
$1.97M 0.29%
20,300
+316
83
$1.95M 0.28%
3,857
+117
84
$1.94M 0.28%
37,897
+939
85
$1.94M 0.28%
13,607
-601
86
$1.94M 0.28%
102,865
+6,801
87
$1.93M 0.28%
25,924
+1,558
88
$1.93M 0.28%
34,097
+1,179
89
$1.89M 0.27%
13,946
+3,513
90
$1.89M 0.27%
25,259
-231
91
$1.87M 0.27%
17,444
-67
92
$1.82M 0.26%
147,446
+8,371
93
$1.8M 0.26%
35,951
+2,234
94
$1.76M 0.26%
10,312
+334
95
$1.76M 0.25%
68,249
+39,986
96
$1.74M 0.25%
6,915
+164
97
$1.73M 0.25%
18,993
+115
98
$1.69M 0.24%
207,479
-34,498
99
$1.69M 0.24%
16,595
+61
100
$1.67M 0.24%
29,808
+4,617
2 3
4
5 6