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
$1.61B
AUM Growth
+$151M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
741
New
Increased
Reduced
Closed

Top Buys

1
+$7.41M
2
+$5.74M
3
+$5.55M
4
HGER icon
Harbor Commodity All-Weather Strategy ETF
HGER
+$4.41M
5
DIVO icon
Amplify CWP Enhanced Dividend Income ETF
DIVO
+$3.78M

Top Sells

1
+$10.9M
2
+$3.15M
3
+$3.14M
4
BAR icon
GraniteShares Gold Shares
BAR
+$2.82M
5
INGR icon
Ingredion
INGR
+$2.72M

Sector Composition

1 Technology 14.85%
2 Financials 7.43%
3 Communication Services 3.79%
4 Consumer Discretionary 3.73%
5 Healthcare 3.56%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
RGLD icon
126
Royal Gold
RGLD
$18.4B
$3.21M 0.2%
16,003
+331
LIN icon
127
Linde
LIN
$188B
$3.14M 0.2%
6,601
+18
KT icon
128
KT
KT
$8.93B
$3.09M 0.19%
158,516
-32,484
PNOV icon
129
Innovator US Equity Power Buffer ETF November
PNOV
$1B
$3.09M 0.19%
75,275
-742
NEM icon
130
Newmont
NEM
$108B
$3.08M 0.19%
36,579
-5,273
CGCP icon
131
Capital Group Core Plus Income ETF
CGCP
$6.29B
$3.07M 0.19%
135,302
+22
IONQ icon
132
IonQ
IONQ
$18B
$3.02M 0.19%
49,171
+42,737
FTGC icon
133
First Trust Global Tactical Commodity Strategy Fund
FTGC
$2.19B
$2.97M 0.19%
114,834
+2,075
PAVE icon
134
Global X US Infrastructure Development ETF
PAVE
$10.1B
$2.97M 0.18%
62,288
-2,144
IVE icon
135
iShares S&P 500 Value ETF
IVE
$48B
$2.97M 0.18%
14,359
+1,100
JEPI icon
136
JPMorgan Equity Premium Income ETF
JEPI
$41.5B
$2.9M 0.18%
50,710
-46,056
LLY icon
137
Eli Lilly
LLY
$908B
$2.89M 0.18%
3,784
+279
MCD icon
138
McDonald's
MCD
$222B
$2.87M 0.18%
9,448
-39
COPY
139
Tweedy Browne Insider + Value ETF
COPY
$189M
$2.87M 0.18%
+233,091
KMI icon
140
Kinder Morgan
KMI
$59.6B
$2.87M 0.18%
101,294
-432
PNW icon
141
Pinnacle West Capital
PNW
$10.5B
$2.84M 0.18%
31,619
+284
AMP icon
142
Ameriprise Financial
AMP
$46B
$2.83M 0.18%
5,762
+98
ITW icon
143
Illinois Tool Works
ITW
$74.7B
$2.83M 0.18%
10,854
-110
SIVR icon
144
abrdn Physical Silver Shares ETF
SIVR
$4.52B
$2.81M 0.17%
+63,067
DGRW icon
145
WisdomTree Trust WisdomTree US Quality Dividend Growth Fund
DGRW
$16.1B
$2.79M 0.17%
31,393
+491
BSTP icon
146
Innovator Buffer Step-Up Strategy ETF
BSTP
$56.6M
$2.71M 0.17%
74,611
+8,743
SBUX icon
147
Starbucks
SBUX
$96.2B
$2.69M 0.17%
31,776
+505
RWL icon
148
Invesco S&P 500 Revenue ETF
RWL
$7.23B
$2.68M 0.17%
24,261
-1,985
OIH icon
149
VanEck Oil Services ETF
OIH
$1.3B
$2.68M 0.17%
10,326
GOOG icon
150
Alphabet (Google) Class C
GOOG
$3.8T
$2.68M 0.17%
10,987
-246
4 5
6
7 8