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
$1.19B
AUM Growth
+$107M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
658
New
Increased
Reduced
Closed

Top Buys

1
+$3.21M
2
+$2.86M
3
+$2.55M
4
DJAN icon
FT Vest US Equity Deep Buffer ETF January
DJAN
+$2.39M
5
ULTA icon
Ulta Beauty
ULTA
+$1.81M

Top Sells

1
+$2.48M
2
+$2.34M
3
+$2.04M
4
SCHW icon
Charles Schwab
SCHW
+$1.95M
5
PEP icon
PepsiCo
PEP
+$1.83M

Sector Composition

1 Technology 13.43%
2 Financials 8.41%
3 Healthcare 5.08%
4 Energy 4.56%
5 Industrials 4.29%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$2.86M 0.24%
+16,790
102
$2.84M 0.24%
3,405
-106
103
$2.82M 0.24%
29,667
-489
104
$2.81M 0.24%
71,675
+10,975
105
$2.78M 0.23%
31,057
+44
106
$2.73M 0.23%
31,770
-1,119
107
$2.69M 0.23%
192,000
108
$2.68M 0.23%
90,118
-381
109
$2.67M 0.22%
9,445
-91
110
$2.64M 0.22%
49,189
+13,362
111
$2.63M 0.22%
374,510
-6,372
112
$2.63M 0.22%
14,450
-1,380
113
$2.6M 0.22%
15,360
+5,453
114
$2.58M 0.22%
24,059
-1,222
115
$2.55M 0.21%
9,835
-63
116
$2.55M 0.21%
125,170
+6,544
117
$2.53M 0.21%
19,326
+1,433
118
$2.51M 0.21%
16,941
+1,130
119
$2.5M 0.21%
26,431
+160
120
$2.47M 0.21%
27,534
+2,935
121
$2.46M 0.21%
8,210
+850
122
$2.43M 0.2%
19,526
+1,291
123
$2.41M 0.2%
7,562
+745
124
$2.39M 0.2%
+66,321
125
$2.35M 0.2%
46,526
+4,583
3 4
5
6 7