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
$1.19B
AUM Growth
+$107M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
658
New
Increased
Reduced
Closed

Top Buys

1
+$3.21M
2
+$2.86M
3
+$2.55M
4
DJAN icon
FT Vest US Equity Deep Buffer ETF January
DJAN
+$2.39M
5
ULTA icon
Ulta Beauty
ULTA
+$1.81M

Top Sells

1
+$2.48M
2
+$2.34M
3
+$2.04M
4
SCHW icon
Charles Schwab
SCHW
+$1.95M
5
PEP icon
PepsiCo
PEP
+$1.83M

Sector Composition

1 Technology 13.43%
2 Financials 8.41%
3 Healthcare 5.08%
4 Energy 4.56%
5 Industrials 4.29%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
176
$1.62M 0.14%
10,373
+5,238
177
$1.6M 0.13%
9,382
+51
178
$1.58M 0.13%
3,788
+468
179
$1.58M 0.13%
6,571
-2,619
180
$1.57M 0.13%
69,964
+16,792
181
$1.56M 0.13%
37,076
-293
182
$1.56M 0.13%
5,939
+609
183
$1.53M 0.13%
48,023
+13,052
184
$1.53M 0.13%
35,350
-24,000
185
$1.53M 0.13%
7,182
+196
186
$1.53M 0.13%
83,341
+758
187
$1.5M 0.13%
8,837
+5,897
188
$1.48M 0.12%
19,042
-82
189
$1.48M 0.12%
8,253
-970
190
$1.48M 0.12%
1,451
-4
191
$1.47M 0.12%
6,084
-143
192
$1.45M 0.12%
62,992
+26,809
193
$1.39M 0.12%
7,028
-235
194
$1.39M 0.12%
30,262
-1,435
195
$1.39M 0.12%
61,824
+538
196
$1.39M 0.12%
14,150
+433
197
$1.38M 0.12%
7,529
-485
198
$1.38M 0.12%
45,756
+2,560
199
$1.37M 0.12%
15,236
+2,303
200
$1.36M 0.11%
61,440
+1,265
6 7
8
9 10