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
$760M
AUM Growth
+$101M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
494
New
Increased
Reduced
Closed

Top Buys

1
+$6.18M
2
+$5.16M
3
+$2.99M
4
IGSB icon
iShares 1-5 Year Investment Grade Corporate Bond ETF
IGSB
+$2.84M
5
PDP icon
Invesco Dorsey Wright Momentum ETF
PDP
+$2.63M

Top Sells

1
+$5.58M
2
+$5.04M
3
+$2.22M
4
META icon
Meta Platforms (Facebook)
META
+$2.16M
5
MBT
Mobile TeleSystems Public Joint Stock Company American Depositary Shares (Each representing 2 Shares
MBT
+$2.16M

Sector Composition

1 Technology 12.61%
2 Financials 7.37%
3 Healthcare 5.9%
4 Consumer Discretionary 4.91%
5 Industrials 4.2%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
151
$1.22M 0.16%
26,240
+1,262
152
$1.21M 0.16%
2,466
+90
153
$1.21M 0.16%
15,546
-264
154
$1.19M 0.16%
5,587
+199
155
$1.19M 0.16%
21,043
-153
156
$1.17M 0.15%
14,084
-250
157
$1.17M 0.15%
28,407
-1,062
158
$1.17M 0.15%
56,104
+2,855
159
$1.15M 0.15%
12,788
+7,635
160
$1.14M 0.15%
8,831
-21
161
$1.14M 0.15%
7,928
+4,256
162
$1.14M 0.15%
6,540
+222
163
$1.13M 0.15%
17,293
+518
164
$1.12M 0.15%
10,621
+669
165
$1.11M 0.15%
4,178
-123
166
$1.1M 0.15%
59,291
-3,060
167
$1.1M 0.15%
4,314
-666
168
$1.08M 0.14%
9,145
-692
169
$1.02M 0.13%
+35,355
170
$1.02M 0.13%
4,923
+457
171
$1M 0.13%
4,111
-2,163
172
$1M 0.13%
14,326
-371
173
$994K 0.13%
12,964
+771
174
$982K 0.13%
8,364
+3,053
175
$981K 0.13%
4,871
-172
5 6
7
8 9