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
$1.02B
AUM Growth
+$64.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
649
New
Increased
Reduced
Closed

Top Buys

1
+$3.37M
2
+$2.45M
3
+$2.26M
4
RDVI icon
FT Vest Rising Dividend Achievers Target Income ETF
RDVI
+$1.89M
5
TLH icon
iShares 10-20 Year Treasury Bond ETF
TLH
+$1.8M

Top Sells

1
+$3.53M
2
+$1.8M
3
+$1.78M
4
OXY icon
Occidental Petroleum
OXY
+$1.61M
5
NVDA icon
NVIDIA
NVDA
+$1.51M

Sector Composition

1 Technology 13.88%
2 Financials 6.99%
3 Healthcare 5.39%
4 Energy 4.83%
5 Consumer Discretionary 4.31%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$3.1M 0.3%
262,515
-10,350
77
$3.04M 0.3%
45,026
+3,977
78
$3.03M 0.3%
89,131
+4,287
79
$3.01M 0.3%
66,532
-5,358
80
$2.96M 0.29%
9,903
+228
81
$2.94M 0.29%
33,665
+539
82
$2.91M 0.29%
16,160
+352
83
$2.88M 0.28%
17,753
-352
84
$2.87M 0.28%
23,096
+344
85
$2.85M 0.28%
59,439
+1,700
86
$2.85M 0.28%
17,650
-1,666
87
$2.83M 0.28%
42,567
+1,554
88
$2.83M 0.28%
63,967
+32,513
89
$2.79M 0.27%
20,150
-1,332
90
$2.74M 0.27%
31,665
-362
91
$2.73M 0.27%
68,034
-997
92
$2.7M 0.27%
91,840
+13,208
93
$2.62M 0.26%
19,713
+207
94
$2.61M 0.26%
42,318
+1,533
95
$2.61M 0.26%
13,564
-247
96
$2.6M 0.26%
6,819
-76
97
$2.58M 0.25%
19,554
+478
98
$2.57M 0.25%
30,867
+102
99
$2.52M 0.25%
12,685
-36
100
$2.52M 0.25%
116,939
+878
2 3
4
5 6