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
$278M
AUM Growth
+$127M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
292
New
Increased
Reduced
Closed

Top Buys

1
+$4.28M
2
+$2.75M
3
+$2.7M
4
IVV icon
iShares Core S&P 500 ETF
IVV
+$2.68M
5
ITOT icon
iShares Core S&P Total US Stock Market ETF
ITOT
+$2.22M

Top Sells

1
+$608K
2
+$370K
3
+$218K
4
MMM icon
3M
MMM
+$216K
5
NEM icon
Newmont
NEM
+$212K

Sector Composition

1 Technology 10.29%
2 Healthcare 6.3%
3 Industrials 5.71%
4 Consumer Discretionary 5.34%
5 Financials 4.86%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
176
$477K 0.17%
5,900
-12
177
$475K 0.17%
+10,897
178
$474K 0.17%
12,180
+180
179
$466K 0.17%
5,083
+442
180
$464K 0.17%
+6,893
181
$437K 0.16%
+3,723
182
$430K 0.15%
+1,423
183
$423K 0.15%
21,185
+7,919
184
$421K 0.15%
14,664
+3,008
185
$417K 0.15%
+3,446
186
$415K 0.15%
+8,703
187
$413K 0.15%
+6,281
188
$410K 0.15%
41,963
+6,048
189
$407K 0.15%
10,734
+2,243
190
$403K 0.15%
2,050
-303
191
$403K 0.15%
+3,870
192
$402K 0.14%
7,467
-6,879
193
$389K 0.14%
+20,917
194
$387K 0.14%
4,690
195
$386K 0.14%
+8,612
196
$377K 0.14%
+7,193
197
$374K 0.13%
6,835
+684
198
$373K 0.13%
+4,984
199
$367K 0.13%
2,236
-376
200
$360K 0.13%
18,822
+2,346
6 7
8
9 10