NFG

Nations Financial Group Portfolio holdings

AUM $1.9B
1-Year Est. Return 24.24%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+24.24%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$1.61B
AUM Growth
+$151M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
741
New
Increased
Reduced
Closed

Top Buys

1
+$7.41M
2
+$5.74M
3
+$5.55M
4
HGER icon
Harbor Commodity All-Weather Strategy ETF
HGER
+$4.41M
5
DIVO icon
Amplify CWP Enhanced Dividend Income ETF
DIVO
+$3.78M

Top Sells

1
+$10.9M
2
+$3.15M
3
+$3.14M
4
BAR icon
GraniteShares Gold Shares
BAR
+$2.82M
5
INGR icon
Ingredion
INGR
+$2.72M

Sector Composition

1 Technology 14.85%
2 Financials 7.45%
3 Communication Services 3.79%
4 Consumer Discretionary 3.73%
5 Healthcare 3.56%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
RMD icon
151
ResMed
RMD
$37.6B
$2.61M 0.16%
9,528
+95
EMB icon
152
iShares JPMorgan USD Emerging Markets Bond ETF
EMB
$16.6B
$2.6M 0.16%
27,306
-566
LHX icon
153
L3Harris
LHX
$67.4B
$2.58M 0.16%
8,456
+75
CGNG
154
Capital Group New Geography Equity ETF
CGNG
$1.5B
$2.57M 0.16%
83,319
+5,679
PWR icon
155
Quanta Services
PWR
$71.8B
$2.57M 0.16%
6,205
-827
CAT icon
156
Caterpillar
CAT
$301B
$2.56M 0.16%
5,357
-43
GE icon
157
GE Aerospace
GE
$307B
$2.54M 0.16%
8,429
+567
FCX icon
158
Freeport-McMoran
FCX
$91.4B
$2.52M 0.16%
64,231
+15,646
AJG icon
159
Arthur J. Gallagher & Co
AJG
$62.2B
$2.51M 0.16%
8,099
+90
BIBL icon
160
Inspire 100 ETF
BIBL
$384M
$2.5M 0.16%
56,276
+46,804
HWM icon
161
Howmet Aerospace
HWM
$84.9B
$2.5M 0.16%
12,737
+209
PEP icon
162
PepsiCo
PEP
$203B
$2.5M 0.16%
17,768
-203
IAU icon
163
iShares Gold Trust
IAU
$85.4B
$2.49M 0.16%
34,221
-2,929
JEPQ icon
164
JPMorgan Nasdaq Equity Premium Income ETF
JEPQ
$34.1B
$2.47M 0.15%
43,023
+440
PFF icon
165
iShares Preferred and Income Securities ETF
PFF
$14.2B
$2.47M 0.15%
78,086
+1,178
EWY icon
166
iShares MSCI South Korea ETF
EWY
$11.8B
$2.4M 0.15%
30,000
-300
CEG icon
167
Constellation Energy
CEG
$104B
$2.39M 0.15%
7,275
+178
CRM icon
168
Salesforce
CRM
$214B
$2.37M 0.15%
9,986
-2,944
IWS icon
169
iShares Russell Mid-Cap Value ETF
IWS
$14.8B
$2.34M 0.15%
16,770
-110
KNG icon
170
FT Vest S&P 500 Dividend Aristocrats Target Income ETF
KNG
$3.44B
$2.33M 0.15%
47,330
+2,253
FTGS icon
171
First Trust Growth Strength ETF
FTGS
$1.29B
$2.32M 0.14%
64,677
+885
XLV icon
172
State Street Health Care Select Sector SPDR ETF
XLV
$41.1B
$2.32M 0.14%
16,686
-1,049
IWR icon
173
iShares Russell Mid-Cap ETF
IWR
$47.9B
$2.32M 0.14%
24,038
-345
PSEP icon
174
Innovator US Equity Power Buffer ETF September
PSEP
$897M
$2.31M 0.14%
53,807
+13,402
PFE icon
175
Pfizer
PFE
$147B
$2.28M 0.14%
89,465
+2,328
5 6
7
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