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
$691M
AUM Growth
-$54.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
568
New
Increased
Reduced
Closed

Top Buys

1
+$2.82M
2
+$2.39M
3
+$1.62M
4
SCHD icon
Schwab US Dividend Equity ETF
SCHD
+$1.47M
5
DTE icon
DTE Energy
DTE
+$1.46M

Top Sells

1
+$6.55M
2
+$5.93M
3
+$3.92M
4
DVN icon
Devon Energy
DVN
+$3.37M
5
MLPX icon
Global X MLP & Energy Infrastructure ETF
MLPX
+$3.26M

Sector Composition

1 Technology 9.83%
2 Energy 6.18%
3 Financials 5.68%
4 Healthcare 4.87%
5 Industrials 3.56%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
151
$1.15M 0.17%
4,147
-179
152
$1.15M 0.17%
11,964
-16
153
$1.14M 0.16%
60,695
154
$1.13M 0.16%
42,329
+784
155
$1.13M 0.16%
17,289
+785
156
$1.12M 0.16%
7,834
+147
157
$1.11M 0.16%
3,652
+39
158
$1.11M 0.16%
37,162
+3,082
159
$1.1M 0.16%
42,743
+708
160
$1.1M 0.16%
47,212
+1,198
161
$1.09M 0.16%
50,043
+1,407
162
$1.09M 0.16%
18,136
-56,011
163
$1.08M 0.16%
42,970
+859
164
$1.08M 0.16%
14,063
+336
165
$1.07M 0.15%
5,069
+234
166
$1.05M 0.15%
8,476
-284
167
$1.04M 0.15%
25,440
+2,911
168
$1.04M 0.15%
16,556
-224
169
$1.04M 0.15%
8,645
-797
170
$1.04M 0.15%
25,982
+2,853
171
$1.04M 0.15%
21,078
-627
172
$1.03M 0.15%
14,229
173
$1.03M 0.15%
7,594
+17
174
$1.03M 0.15%
10,858
+2,429
175
$1.02M 0.15%
6,264
+23
5 6
7
8 9