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
$760M
AUM Growth
+$101M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
494
New
Increased
Reduced
Closed

Top Buys

1
+$6.18M
2
+$5.16M
3
+$2.99M
4
IGSB icon
iShares 1-5 Year Investment Grade Corporate Bond ETF
IGSB
+$2.84M
5
PDP icon
Invesco Dorsey Wright Momentum ETF
PDP
+$2.63M

Top Sells

1
+$5.58M
2
+$5.04M
3
+$2.22M
4
META icon
Meta Platforms (Facebook)
META
+$2.16M
5
MBT
Mobile TeleSystems Public Joint Stock Company American Depositary Shares (Each representing 2 Shares
MBT
+$2.16M

Sector Composition

1 Technology 12.61%
2 Financials 7.37%
3 Healthcare 5.9%
4 Consumer Discretionary 4.91%
5 Industrials 4.2%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
$1.48M 0.19%
2,611
-16
127
$1.48M 0.19%
15,853
+1,010
128
$1.48M 0.19%
56,392
+22
129
$1.46M 0.19%
17,999
-533
130
$1.46M 0.19%
37,317
-6,055
131
$1.45M 0.19%
13,352
-879
132
$1.4M 0.18%
11,606
-895
133
$1.4M 0.18%
7,804
+152
134
$1.39M 0.18%
35,331
-4,711
135
$1.39M 0.18%
22,593
+553
136
$1.37M 0.18%
3,140
+234
137
$1.36M 0.18%
11,755
+1,343
138
$1.36M 0.18%
13,978
-151
139
$1.35M 0.18%
+16,349
140
$1.33M 0.18%
8,010
+87
141
$1.31M 0.17%
8,359
-16
142
$1.31M 0.17%
26,863
+4,091
143
$1.3M 0.17%
9,692
+349
144
$1.3M 0.17%
+11,623
145
$1.27M 0.17%
26,796
-521
146
$1.26M 0.17%
22,066
+64
147
$1.25M 0.17%
7,469
+26
148
$1.25M 0.16%
33,780
-50
149
$1.23M 0.16%
3,656
-6,434
150
$1.23M 0.16%
14,018
+613
4 5
6
7 8