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
$1.02B
AUM Growth
+$64.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
649
New
Increased
Reduced
Closed

Top Buys

1
+$3.37M
2
+$2.45M
3
+$2.26M
4
RDVI icon
FT Vest Rising Dividend Achievers Target Income ETF
RDVI
+$1.89M
5
TLH icon
iShares 10-20 Year Treasury Bond ETF
TLH
+$1.8M

Top Sells

1
+$3.53M
2
+$1.8M
3
+$1.78M
4
OXY icon
Occidental Petroleum
OXY
+$1.61M
5
NVDA icon
NVIDIA
NVDA
+$1.51M

Sector Composition

1 Technology 13.88%
2 Financials 6.99%
3 Healthcare 5.39%
4 Energy 4.83%
5 Consumer Discretionary 4.31%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
176
$1.41M 0.14%
18,737
-332
177
$1.39M 0.14%
8,197
-328
178
$1.39M 0.14%
203,412
-2,395
179
$1.39M 0.14%
69,435
+11,986
180
$1.38M 0.14%
6,496
+17
181
$1.37M 0.13%
15,381
+2,140
182
$1.37M 0.13%
9,841
+253
183
$1.36M 0.13%
64,600
+4,978
184
$1.35M 0.13%
7,548
-225
185
$1.35M 0.13%
6,039
+1,520
186
$1.33M 0.13%
53,250
-780
187
$1.33M 0.13%
7,644
+320
188
$1.32M 0.13%
11,096
+123
189
$1.32M 0.13%
60,806
-2,550
190
$1.31M 0.13%
41,717
+5,847
191
$1.3M 0.13%
7,872
-77
192
$1.3M 0.13%
+38,630
193
$1.3M 0.13%
6,679
-3,425
194
$1.28M 0.13%
42,174
-341
195
$1.28M 0.13%
24,374
196
$1.28M 0.13%
42,907
-508
197
$1.25M 0.12%
6,784
-30
198
$1.24M 0.12%
37,594
+4,453
199
$1.23M 0.12%
7,815
-139
200
$1.23M 0.12%
83,004
+228
6 7
8
9 10