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
$691M
AUM Growth
-$54.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
568
New
Increased
Reduced
Closed

Top Buys

1
+$2.82M
2
+$2.39M
3
+$1.62M
4
SCHD icon
Schwab US Dividend Equity ETF
SCHD
+$1.47M
5
DTE icon
DTE Energy
DTE
+$1.46M

Top Sells

1
+$6.55M
2
+$5.93M
3
+$3.92M
4
DVN icon
Devon Energy
DVN
+$3.37M
5
MLPX icon
Global X MLP & Energy Infrastructure ETF
MLPX
+$3.26M

Sector Composition

1 Technology 9.83%
2 Energy 6.18%
3 Financials 5.68%
4 Healthcare 4.87%
5 Industrials 3.56%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
176
$1.02M 0.15%
16,530
+4,701
177
$999K 0.14%
37,512
-788
178
$981K 0.14%
2,729
+53
179
$976K 0.14%
34,075
+213
180
$974K 0.14%
2,521
-54
181
$955K 0.14%
4,237
-68
182
$952K 0.14%
11,532
+232
183
$947K 0.14%
3,330
-200
184
$947K 0.14%
4,231
-9
185
$936K 0.14%
21,919
-193
186
$927K 0.13%
19,184
+193
187
$921K 0.13%
3,182
-744
188
$912K 0.13%
10,376
-2,345
189
$905K 0.13%
5,517
-34
190
$900K 0.13%
30,800
-134,051
191
$896K 0.13%
27,933
-114
192
$894K 0.13%
3,030
+2,500
193
$859K 0.12%
31,900
-2,550
194
$850K 0.12%
10,314
-185
195
$849K 0.12%
20,225
+54
196
$844K 0.12%
69,266
+3,257
197
$813K 0.12%
5,075
-566
198
$812K 0.12%
7,265
+189
199
$808K 0.12%
6,800
+70
200
$806K 0.12%
4,526
-248
6 7
8
9 10