NFG

Nations Financial Group Portfolio holdings

AUM $1.61B
1-Year Est. Return 28.39%
This Quarter Est. Return
1 Year Est. Return
+28.39%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$1.31B
AUM Growth
-$56.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
717
New
Increased
Reduced
Closed

Top Buys

1
+$3.82M
2
+$3.69M
3
+$3.19M
4
BABA icon
Alibaba
BABA
+$2.96M
5
VAL icon
Valaris
VAL
+$2.7M

Top Sells

1
+$4.77M
2
+$4.14M
3
+$3.69M
4
FIXD icon
First Trust Smith Opportunistic Fixed Income ETF
FIXD
+$3.49M
5
FTCS icon
First Trust Capital Strength ETF
FTCS
+$3.46M

Sector Composition

1 Technology 12.93%
2 Financials 9%
3 Energy 4.76%
4 Healthcare 4.38%
5 Consumer Discretionary 3.98%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
151
$2.32M 0.18%
29,004
+38
152
$2.3M 0.18%
24,643
-4,136
153
$2.21M 0.17%
42,656
-3,780
154
$2.19M 0.17%
18,103
+152
155
$2.16M 0.17%
73,742
+794
156
$2.16M 0.16%
71,633
-6,093
157
$2.11M 0.16%
9,434
+706
158
$2.09M 0.16%
41,276
-67,690
159
$2.07M 0.16%
14,654
+952
160
$2.07M 0.16%
24,659
+1,167
161
$2.06M 0.16%
63,643
-7,050
162
$2.02M 0.15%
43,926
+3,833
163
$2.02M 0.15%
41,858
-350
164
$2.01M 0.15%
23,574
-958
165
$1.99M 0.15%
+84,857
166
$1.96M 0.15%
4,042
+74
167
$1.93M 0.15%
21,496
-6,686
168
$1.93M 0.15%
17,339
-2,513
169
$1.92M 0.15%
59,429
+7,334
170
$1.88M 0.14%
9,328
+76
171
$1.87M 0.14%
74,426
+6,409
172
$1.86M 0.14%
358,315
+2,000
173
$1.86M 0.14%
49,066
+8,537
174
$1.84M 0.14%
6,868
+58
175
$1.84M 0.14%
11,785
+399
5 6
7
8 9