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
101
$1.67M 0.24%
17,227
-1,865
102
$1.66M 0.24%
19,698
+309
103
$1.65M 0.24%
106,021
+3,581
104
$1.63M 0.24%
29,174
-471
105
$1.54M 0.22%
39,472
+770
106
$1.54M 0.22%
32,501
+533
107
$1.53M 0.22%
27,078
-1,008
108
$1.53M 0.22%
24,614
+65
109
$1.52M 0.22%
6,172
-1,327
110
$1.52M 0.22%
9,805
+6,083
111
$1.51M 0.22%
98,594
-100,898
112
$1.51M 0.22%
37,356
+9,052
113
$1.5M 0.22%
6,572
-237
114
$1.46M 0.21%
+12,701
115
$1.45M 0.21%
15,133
+132
116
$1.43M 0.21%
9,644
+6,950
117
$1.42M 0.21%
19,088
-2,035
118
$1.41M 0.2%
59,368
+4,360
119
$1.41M 0.2%
17,565
+977
120
$1.4M 0.2%
35,089
-356
121
$1.39M 0.2%
6,317
+80
122
$1.39M 0.2%
28,841
+1,011
123
$1.38M 0.2%
+19,654
124
$1.38M 0.2%
82,697
+2,502
125
$1.35M 0.2%
47,086
+37,733
3 4
5
6 7