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
151
$1.94M 0.16%
19,250
-7,980
152
$1.94M 0.16%
6,449
+1,661
153
$1.91M 0.16%
7,658
+977
154
$1.91M 0.16%
33,898
+5,372
155
$1.88M 0.16%
24,651
+1,577
156
$1.88M 0.16%
14,966
+187
157
$1.87M 0.16%
24,443
-357
158
$1.86M 0.16%
55,494
+25,161
159
$1.86M 0.16%
39,524
-193
160
$1.85M 0.16%
7,389
+624
161
$1.84M 0.16%
43,948
-1,802
162
$1.81M 0.15%
+3,462
163
$1.8M 0.15%
63,730
+3,046
164
$1.79M 0.15%
36,084
-3,283
165
$1.79M 0.15%
14,646
+153
166
$1.79M 0.15%
29,038
+2,786
167
$1.75M 0.15%
9,370
-171
168
$1.73M 0.15%
8,107
-2,313
169
$1.72M 0.15%
18,327
-46
170
$1.71M 0.14%
17,151
+1,700
171
$1.68M 0.14%
8,765
-127
172
$1.68M 0.14%
10,982
+987
173
$1.67M 0.14%
43,309
-32,061
174
$1.66M 0.14%
52,350
+1,282
175
$1.64M 0.14%
89,153
+3,543
5 6
7
8 9