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
101
$2.48M 0.24%
39,709
+2,173
102
$2.42M 0.24%
88,120
-3,133
103
$2.37M 0.23%
26,888
+1,285
104
$2.36M 0.23%
63,492
-1,251
105
$2.34M 0.23%
47,262
+8,187
106
$2.32M 0.23%
33,253
-367
107
$2.27M 0.22%
22,874
+316
108
$2.26M 0.22%
38,120
+1,782
109
$2.26M 0.22%
+23,405
110
$2.22M 0.22%
27,414
+206
111
$2.21M 0.22%
60,212
-32,883
112
$2.19M 0.22%
52,748
-73
113
$2.18M 0.21%
16,193
-449
114
$2.17M 0.21%
19,680
+4,681
115
$2.17M 0.21%
192,000
-1,095
116
$2.17M 0.21%
45,966
-42
117
$2.15M 0.21%
119,041
+3,185
118
$2.14M 0.21%
35,575
+1,230
119
$2.13M 0.21%
4,673
+104
120
$2.13M 0.21%
17,593
+1,823
121
$2.12M 0.21%
23,655
+219
122
$2.11M 0.21%
57,125
+5,809
123
$2.09M 0.21%
3,022
-29
124
$2.05M 0.2%
9,534
+44
125
$2.03M 0.2%
17,624
+415
3 4
5
6 7