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
$1.02B
AUM Growth
+$64.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
649
New
Increased
Reduced
Closed

Top Buys

1
+$3.37M
2
+$2.45M
3
+$2.26M
4
RDVI icon
FT Vest Rising Dividend Achievers Target Income ETF
RDVI
+$1.89M
5
TLH icon
iShares 10-20 Year Treasury Bond ETF
TLH
+$1.8M

Top Sells

1
+$3.53M
2
+$1.8M
3
+$1.78M
4
OXY icon
Occidental Petroleum
OXY
+$1.61M
5
NVDA icon
NVIDIA
NVDA
+$1.51M

Sector Composition

1 Technology 13.88%
2 Financials 6.99%
3 Healthcare 5.39%
4 Energy 4.83%
5 Consumer Discretionary 4.31%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
151
$1.65M 0.16%
8,358
-1
152
$1.65M 0.16%
15,120
+3,226
153
$1.65M 0.16%
14,993
-504
154
$1.64M 0.16%
34,431
-6,066
155
$1.63M 0.16%
18,083
+261
156
$1.61M 0.16%
13,800
+6,814
157
$1.61M 0.16%
18,213
-855
158
$1.6M 0.16%
33,563
+6,230
159
$1.6M 0.16%
21,162
-205
160
$1.6M 0.16%
6,558
+215
161
$1.58M 0.15%
52,319
-11,698
162
$1.57M 0.15%
32,982
+2,348
163
$1.51M 0.15%
94,382
-5,928
164
$1.48M 0.15%
5,385
-54
165
$1.48M 0.15%
24,244
+10,170
166
$1.48M 0.15%
9,431
+22
167
$1.47M 0.14%
26,641
+6,275
168
$1.47M 0.14%
51,076
-672
169
$1.47M 0.14%
4,411
-2,630
170
$1.46M 0.14%
49,672
+5,138
171
$1.45M 0.14%
63,685
+5,556
172
$1.44M 0.14%
3,125
-2,289
173
$1.43M 0.14%
+13,463
174
$1.43M 0.14%
172,269
-515
175
$1.42M 0.14%
82,567
-492
5 6
7
8 9