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
$1.38B
AUM Growth
+$153M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
698
New
Increased
Reduced
Closed

Top Buys

1
+$3.61M
2
+$3.52M
3
+$3.05M
4
IEI icon
iShares 3-7 Year Treasury Bond ETF
IEI
+$2.95M
5
VB icon
Vanguard Small-Cap ETF
VB
+$2.59M

Top Sells

1
+$3.72M
2
+$3M
3
+$2.77M
4
ICSH icon
iShares Ultra Short Duration Bond Active ETF
ICSH
+$2.48M
5
DJAN icon
FT Vest US Equity Deep Buffer ETF January
DJAN
+$2.2M

Sector Composition

1 Technology 13.83%
2 Financials 8.24%
3 Healthcare 5.25%
4 Energy 4.43%
5 Consumer Discretionary 4.3%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$4.34M 0.31%
19,614
+1,780
77
$4.2M 0.31%
250,362
+20,435
78
$4.18M 0.3%
78,471
+11,694
79
$4.06M 0.29%
88,379
+5,572
80
$4.01M 0.29%
35,830
+2,517
81
$3.99M 0.29%
17,353
+1,994
82
$3.97M 0.29%
35,172
+665
83
$3.92M 0.28%
931
+334
84
$3.86M 0.28%
19,493
+1,518
85
$3.81M 0.28%
72,361
+5,225
86
$3.76M 0.27%
38,597
-148
87
$3.75M 0.27%
3,949
+359
88
$3.73M 0.27%
22,312
+291
89
$3.71M 0.27%
7,780
+589
90
$3.69M 0.27%
14,086
-1,793
91
$3.67M 0.27%
33,533
+6,031
92
$3.61M 0.26%
+33,044
93
$3.57M 0.26%
20,992
-1,339
94
$3.55M 0.26%
20,822
-6,148
95
$3.55M 0.26%
13,534
+1,167
96
$3.53M 0.26%
11,593
+675
97
$3.52M 0.26%
+70,124
98
$3.43M 0.25%
11,880
+1,210
99
$3.42M 0.25%
9,688
+271
100
$3.35M 0.24%
11,083
+1,282
2 3
4
5 6