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
$1.38B
AUM Growth
+$153M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
698
New
Increased
Reduced
Closed

Top Buys

1
+$3.61M
2
+$3.52M
3
+$3.05M
4
IEI icon
iShares 3-7 Year Treasury Bond ETF
IEI
+$2.95M
5
VB icon
Vanguard Small-Cap ETF
VB
+$2.59M

Top Sells

1
+$3.72M
2
+$3M
3
+$2.77M
4
ICSH icon
iShares Ultra Short Duration Bond Active ETF
ICSH
+$2.48M
5
DJAN icon
FT Vest US Equity Deep Buffer ETF January
DJAN
+$2.2M

Sector Composition

1 Technology 13.83%
2 Financials 8.24%
3 Healthcare 5.25%
4 Energy 4.43%
5 Consumer Discretionary 4.3%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
$2.62M 0.19%
29,860
+3,786
127
$2.62M 0.19%
19,520
+1,462
128
$2.59M 0.19%
65,010
+9,656
129
$2.58M 0.19%
18,808
-141
130
$2.57M 0.19%
84,986
-647
131
$2.55M 0.19%
30,689
+1,644
132
$2.55M 0.19%
43,044
+8,728
133
$2.54M 0.18%
5,407
+180
134
$2.53M 0.18%
61,444
+4,409
135
$2.49M 0.18%
4,711
+137
136
$2.48M 0.18%
85,755
+5,128
137
$2.43M 0.18%
55,020
+16,935
138
$2.41M 0.17%
+118,012
139
$2.37M 0.17%
12,143
+2,971
140
$2.37M 0.17%
21,449
-1,717
141
$2.35M 0.17%
9,892
+1,493
142
$2.35M 0.17%
5,484
+176
143
$2.35M 0.17%
15,336
-264
144
$2.34M 0.17%
218,016
+1,100
145
$2.33M 0.17%
42,463
+2,707
146
$2.3M 0.17%
7,719
+2,184
147
$2.29M 0.17%
103,730
+2,462
148
$2.29M 0.17%
8,230
-149
149
$2.29M 0.17%
28,479
+1,001
150
$2.27M 0.17%
38,403
+1,840
4 5
6
7 8