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
$691M
AUM Growth
-$54.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
568
New
Increased
Reduced
Closed

Top Buys

1
+$2.82M
2
+$2.39M
3
+$1.62M
4
SCHD icon
Schwab US Dividend Equity ETF
SCHD
+$1.47M
5
DTE icon
DTE Energy
DTE
+$1.46M

Top Sells

1
+$6.55M
2
+$5.93M
3
+$3.92M
4
DVN icon
Devon Energy
DVN
+$3.37M
5
MLPX icon
Global X MLP & Energy Infrastructure ETF
MLPX
+$3.26M

Sector Composition

1 Technology 9.83%
2 Energy 6.18%
3 Financials 5.68%
4 Healthcare 4.87%
5 Industrials 3.56%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
$1.35M 0.19%
8,353
+123
127
$1.33M 0.19%
67,231
+1,801
128
$1.33M 0.19%
9,238
-355
129
$1.32M 0.19%
6,169
-121
130
$1.32M 0.19%
24,974
+100
131
$1.32M 0.19%
4,350
-170
132
$1.29M 0.19%
18,122
-30,322
133
$1.29M 0.19%
7,916
+325
134
$1.29M 0.19%
6,219
+187
135
$1.29M 0.19%
13,654
+88
136
$1.28M 0.18%
3,886
-51
137
$1.26M 0.18%
60,371
-176
138
$1.25M 0.18%
51,022
+856
139
$1.24M 0.18%
15,847
-417
140
$1.23M 0.18%
34,216
+3,315
141
$1.22M 0.18%
50,653
-20,138
142
$1.21M 0.17%
44,137
+28,196
143
$1.21M 0.17%
9,658
+4
144
$1.21M 0.17%
14,646
-102
145
$1.2M 0.17%
37,206
+8,988
146
$1.19M 0.17%
84,045
+768
147
$1.18M 0.17%
7,974
-15,367
148
$1.18M 0.17%
19,172
+546
149
$1.17M 0.17%
38,519
-894
150
$1.15M 0.17%
19,415
+4,593
4 5
6
7 8