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
$1.19B
AUM Growth
+$107M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
658
New
Increased
Reduced
Closed

Top Buys

1
+$3.21M
2
+$2.86M
3
+$2.55M
4
DJAN icon
FT Vest US Equity Deep Buffer ETF January
DJAN
+$2.39M
5
ULTA icon
Ulta Beauty
ULTA
+$1.81M

Top Sells

1
+$2.48M
2
+$2.34M
3
+$2.04M
4
SCHW icon
Charles Schwab
SCHW
+$1.95M
5
PEP icon
PepsiCo
PEP
+$1.83M

Sector Composition

1 Technology 13.43%
2 Financials 8.41%
3 Healthcare 5.08%
4 Energy 4.56%
5 Industrials 4.29%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
$2.32M 0.2%
5,287
+591
127
$2.23M 0.19%
19,070
+2,461
128
$2.23M 0.19%
5,363
+703
129
$2.22M 0.19%
23,721
+5,897
130
$2.22M 0.19%
9,511
-185
131
$2.15M 0.18%
26,993
-2,578
132
$2.15M 0.18%
50,876
-2,109
133
$2.14M 0.18%
17,387
-91
134
$2.12M 0.18%
14,916
+4,716
135
$2.1M 0.18%
8,229
-49
136
$2.09M 0.18%
317,032
+4,298
137
$2.07M 0.17%
47,739
-6,359
138
$2.07M 0.17%
5,639
+396
139
$2.06M 0.17%
38,428
+3,038
140
$2.06M 0.17%
36,651
-6,207
141
$2.05M 0.17%
15,585
+93
142
$2.04M 0.17%
51,340
+4,835
143
$2.04M 0.17%
24,255
+344
144
$2.02M 0.17%
8,838
-3,233
145
$2.01M 0.17%
554
+90
146
$2.01M 0.17%
37,053
+2,813
147
$1.99M 0.17%
18,020
-551
148
$1.98M 0.17%
83,380
+2,295
149
$1.98M 0.17%
207,736
+92,220
150
$1.96M 0.16%
15,232
-12,732
4 5
6
7 8