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
$1.31B
AUM Growth
-$56.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
717
New
Increased
Reduced
Closed

Top Buys

1
+$3.82M
2
+$3.69M
3
+$3.19M
4
BABA icon
Alibaba
BABA
+$2.96M
5
VAL icon
Valaris
VAL
+$2.7M

Top Sells

1
+$4.77M
2
+$4.14M
3
+$3.69M
4
FIXD icon
First Trust Smith Opportunistic Fixed Income ETF
FIXD
+$3.49M
5
FTCS icon
First Trust Capital Strength ETF
FTCS
+$3.46M

Sector Composition

1 Technology 12.93%
2 Financials 9%
3 Energy 4.76%
4 Healthcare 4.38%
5 Consumer Discretionary 3.98%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$3.36M 0.26%
7,161
+50
102
$3.33M 0.25%
9,091
-282
103
$3.32M 0.25%
22,173
+1,196
104
$3.29M 0.25%
31,041
+1,350
105
$3.26M 0.25%
21,247
+1,373
106
$3.25M 0.25%
41,185
-43
107
$3.19M 0.24%
39,162
-69
108
$3.19M 0.24%
32,508
-6,596
109
$3.19M 0.24%
+103,276
110
$3.08M 0.24%
6,613
-1,428
111
$3.07M 0.23%
3,246
-805
112
$3.07M 0.23%
10,170
-2,079
113
$3.07M 0.23%
79,033
+5,128
114
$3.02M 0.23%
22,772
+15,837
115
$2.97M 0.23%
132,162
+20,328
116
$2.94M 0.22%
14,585
-3,345
117
$2.92M 0.22%
5,691
+896
118
$2.92M 0.22%
38,455
+9,308
119
$2.91M 0.22%
101,951
-304
120
$2.88M 0.22%
77,379
-422
121
$2.88M 0.22%
11,661
+112
122
$2.85M 0.22%
3,449
+975
123
$2.78M 0.21%
19,922
+6,344
124
$2.78M 0.21%
29,157
+2,023
125
$2.77M 0.21%
8,030
+70
3 4
5
6 7