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
$993M
AUM Growth
-$24.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
650
New
Increased
Reduced
Closed

Top Buys

1
+$6.16M
2
+$2.39M
3
+$2.11M
4
FIXD icon
First Trust Smith Opportunistic Fixed Income ETF
FIXD
+$1.91M
5
SCHD icon
Schwab US Dividend Equity ETF
SCHD
+$1.57M

Top Sells

1
+$9.13M
2
+$2.52M
3
+$2.39M
4
MRK icon
Merck
MRK
+$2.07M
5
CCJ icon
Cameco
CCJ
+$1.86M

Sector Composition

1 Technology 12.77%
2 Financials 7.88%
3 Healthcare 5.5%
4 Energy 5.38%
5 Consumer Discretionary 4.14%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
$1.93M 0.19%
17,560
-64
127
$1.9M 0.19%
24,390
+735
128
$1.9M 0.19%
33,207
+8,963
129
$1.85M 0.19%
9,719
+1,361
130
$1.85M 0.19%
19,383
-297
131
$1.84M 0.19%
24,477
-848
132
$1.84M 0.18%
18,570
+35
133
$1.83M 0.18%
7,984
-264
134
$1.82M 0.18%
11,476
-4,684
135
$1.82M 0.18%
26,398
-436
136
$1.82M 0.18%
32,487
-3,088
137
$1.82M 0.18%
6,693
+135
138
$1.81M 0.18%
6,991
-28
139
$1.78M 0.18%
6,266
+29
140
$1.78M 0.18%
16,571
+6,151
141
$1.77M 0.18%
9,065
+35
142
$1.77M 0.18%
29,734
-8,386
143
$1.72M 0.17%
51,834
-8,378
144
$1.71M 0.17%
34,742
+1,179
145
$1.69M 0.17%
15,755
+635
146
$1.68M 0.17%
24,269
-756
147
$1.67M 0.17%
56,221
+6,549
148
$1.67M 0.17%
17,261
-822
149
$1.66M 0.17%
17,914
+555
150
$1.64M 0.16%
8,310
+6
4 5
6
7 8