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
101
$3.23M 0.23%
18,985
+2,834
102
$3.2M 0.23%
69,693
+9,400
103
$3.19M 0.23%
130,425
+380
104
$3.15M 0.23%
66,043
+37,868
105
$3.1M 0.23%
13,779
+533
106
$3.09M 0.22%
7,960
-152
107
$3.07M 0.22%
199,500
108
$3.05M 0.22%
19,813
-199
109
$3.05M 0.22%
28,716
+11,192
110
$3.02M 0.22%
7,233
-3,051
111
$3M 0.22%
30,363
+372
112
$3M 0.22%
71,627
+918
113
$2.98M 0.22%
19,129
+1,218
114
$2.94M 0.21%
80,915
+12,982
115
$2.93M 0.21%
11,567
+2,065
116
$2.91M 0.21%
7,741
+268
117
$2.9M 0.21%
29,586
+868
118
$2.82M 0.21%
27,881
+6,302
119
$2.82M 0.2%
20,223
+1,328
120
$2.78M 0.2%
73,923
+11,485
121
$2.77M 0.2%
5,616
-1,363
122
$2.75M 0.2%
56,949
+21,509
123
$2.73M 0.2%
18,990
-319
124
$2.72M 0.2%
29,058
+335
125
$2.68M 0.19%
15,664
+692
3 4
5
6 7