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
$1.02B
AUM Growth
+$64.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
649
New
Increased
Reduced
Closed

Top Buys

1
+$3.37M
2
+$2.45M
3
+$2.26M
4
RDVI icon
FT Vest Rising Dividend Achievers Target Income ETF
RDVI
+$1.89M
5
TLH icon
iShares 10-20 Year Treasury Bond ETF
TLH
+$1.8M

Top Sells

1
+$3.53M
2
+$1.8M
3
+$1.78M
4
OXY icon
Occidental Petroleum
OXY
+$1.61M
5
NVDA icon
NVIDIA
NVDA
+$1.51M

Sector Composition

1 Technology 13.88%
2 Financials 6.99%
3 Healthcare 5.39%
4 Energy 4.83%
5 Consumer Discretionary 4.31%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
$1.96M 0.19%
7,844
+166
127
$1.96M 0.19%
38,875
-2,639
128
$1.95M 0.19%
28,273
-998
129
$1.95M 0.19%
17,435
-32
130
$1.95M 0.19%
10,125
-90
131
$1.95M 0.19%
26,834
-983
132
$1.94M 0.19%
23,170
-974
133
$1.91M 0.19%
25,325
+747
134
$1.89M 0.19%
41,755
+863
135
$1.89M 0.19%
+85,942
136
$1.88M 0.19%
8,304
-9
137
$1.87M 0.18%
6,237
-58
138
$1.87M 0.18%
18,535
-202
139
$1.86M 0.18%
11,315
-6,495
140
$1.85M 0.18%
7,019
-33
141
$1.83M 0.18%
9,030
+20
142
$1.83M 0.18%
25,025
-19
143
$1.8M 0.18%
+16,248
144
$1.74M 0.17%
10,288
+7,595
145
$1.72M 0.17%
22,915
+777
146
$1.71M 0.17%
8,248
+6,350
147
$1.68M 0.17%
42,075
-1,034
148
$1.67M 0.16%
17,005
-5,588
149
$1.66M 0.16%
8,479
-5,870
150
$1.66M 0.16%
17,359
+495
4 5
6
7 8