NFG

Nations Financial Group Portfolio holdings

AUM $1.61B
1-Year Est. Return 28.39%
This Quarter Est. Return
1 Year Est. Return
+28.39%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$1.61B
AUM Growth
+$151M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
741
New
Increased
Reduced
Closed

Top Buys

1
+$7.41M
2
+$5.74M
3
+$5.55M
4
HGER icon
Harbor Commodity All-Weather Strategy ETF
HGER
+$4.41M
5
DIVO icon
Amplify CWP Enhanced Dividend Income ETF
DIVO
+$3.78M

Top Sells

1
+$10.9M
2
+$3.15M
3
+$3.14M
4
BAR icon
GraniteShares Gold Shares
BAR
+$2.82M
5
INGR icon
Ingredion
INGR
+$2.72M

Sector Composition

1 Technology 14.85%
2 Financials 7.43%
3 Communication Services 3.79%
4 Consumer Discretionary 3.73%
5 Healthcare 3.56%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
ABBV icon
101
AbbVie
ABBV
$395B
$3.8M 0.24%
16,420
+14
DIVO icon
102
Amplify CWP Enhanced Dividend Income ETF
DIVO
$5.68B
$3.78M 0.24%
+84,799
WELL icon
103
Welltower
WELL
$134B
$3.76M 0.23%
21,131
+2,520
USTB icon
104
Victory Portfolios II VictoryShares Short-Term Bond ETF
USTB
$1.7B
$3.72M 0.23%
72,882
-1,098
CTAS icon
105
Cintas
CTAS
$74.4B
$3.7M 0.23%
18,049
+345
NEE icon
106
NextEra Energy
NEE
$169B
$3.67M 0.23%
48,681
-540
PTL icon
107
Inspire 500 ETF
PTL
$583M
$3.6M 0.22%
14,436
+12,559
CIBR icon
108
First Trust NASDAQ Cybersecurity ETF
CIBR
$11.4B
$3.52M 0.22%
46,268
+528
FIXD icon
109
First Trust Smith Opportunistic Fixed Income ETF
FIXD
$3.43B
$3.51M 0.22%
79,128
-11,487
ADI icon
110
Analog Devices
ADI
$136B
$3.5M 0.22%
14,250
-52
ENSG icon
111
The Ensign Group
ENSG
$10B
$3.5M 0.22%
20,255
+388
PANW icon
112
Palo Alto Networks
PANW
$134B
$3.46M 0.22%
16,986
+362
HYG icon
113
iShares iBoxx $ High Yield Corporate Bond ETF
HYG
$19.3B
$3.42M 0.21%
42,178
+684
UNM icon
114
Unum
UNM
$12.3B
$3.38M 0.21%
43,398
+4,167
JAAA icon
115
Janus Henderson AAA CLO ETF
JAAA
$25.2B
$3.37M 0.21%
66,433
+16,866
VTHR icon
116
Vanguard Russell 3000 ETF
VTHR
$3.85B
$3.35M 0.21%
11,366
-287
CLS icon
117
Celestica
CLS
$39B
$3.33M 0.21%
13,521
-4,461
TEL icon
118
TE Connectivity
TEL
$70.4B
$3.33M 0.21%
15,165
+510
EFAD icon
119
ProShares MSCI EAFE Dividend Growers ETF
EFAD
$62.7M
$3.33M 0.21%
78,898
+641
HD icon
120
Home Depot
HD
$344B
$3.32M 0.21%
8,192
-321
BKNG icon
121
Booking.com
BKNG
$169B
$3.29M 0.2%
609
+49
EYLD icon
122
Cambria Emerging Shareholder Yield ETF
EYLD
$621M
$3.28M 0.2%
88,304
+6,866
BX icon
123
Blackstone
BX
$118B
$3.28M 0.2%
19,217
-1,772
DE icon
124
Deere & Co
DE
$125B
$3.27M 0.2%
7,143
+61
VCLT icon
125
Vanguard Long-Term Corporate Bond ETF
VCLT
$8.05B
$3.22M 0.2%
41,472
-279
3 4
5
6 7