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
151
$2.26M 0.16%
38,033
+28
152
$2.24M 0.16%
53,689
+4,617
153
$2.24M 0.16%
16,219
+5,022
154
$2.23M 0.16%
363,740
-10,770
155
$2.2M 0.16%
33,372
+14,131
156
$2.19M 0.16%
18,641
+712
157
$2.17M 0.16%
7,724
+408
158
$2.16M 0.16%
+50,681
159
$2.15M 0.16%
5,494
-187
160
$2.14M 0.16%
90,387
+10,494
161
$2.14M 0.16%
24,261
+33
162
$2.13M 0.15%
340,478
+26,851
163
$2.12M 0.15%
47,125
+2,359
164
$2.11M 0.15%
73,438
+6,604
165
$2.08M 0.15%
41,651
+2,226
166
$2.07M 0.15%
48,433
+24,148
167
$2.05M 0.15%
17,238
-3,255
168
$2.05M 0.15%
22,080
+1,787
169
$2.03M 0.15%
15,351
+1,023
170
$2.01M 0.15%
3,432
+412
171
$1.99M 0.14%
3,860
+458
172
$1.98M 0.14%
36,974
+585
173
$1.94M 0.14%
9,382
+76
174
$1.93M 0.14%
37,953
+10,161
175
$1.91M 0.14%
24,326
+51
5 6
7
8 9