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
$1.38B
AUM Growth
+$153M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
698
New
Increased
Reduced
Closed

Top Buys

1
+$3.61M
2
+$3.52M
3
+$3.05M
4
IEI icon
iShares 3-7 Year Treasury Bond ETF
IEI
+$2.95M
5
VB icon
Vanguard Small-Cap ETF
VB
+$2.59M

Top Sells

1
+$3.72M
2
+$3M
3
+$2.77M
4
ICSH icon
iShares Ultra Short Duration Bond Active ETF
ICSH
+$2.48M
5
DJAN icon
FT Vest US Equity Deep Buffer ETF January
DJAN
+$2.2M

Sector Composition

1 Technology 13.83%
2 Financials 8.24%
3 Healthcare 5.25%
4 Energy 4.43%
5 Consumer Discretionary 4.3%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
176
$1.89M 0.14%
19,668
+3,176
177
$1.85M 0.13%
3,981
+226
178
$1.84M 0.13%
9,699
+1,519
179
$1.84M 0.13%
6,704
+58
180
$1.83M 0.13%
28,922
+9,416
181
$1.82M 0.13%
52,708
+8,469
182
$1.82M 0.13%
36,615
+494
183
$1.81M 0.13%
7,156
+314
184
$1.8M 0.13%
91,648
+2,571
185
$1.8M 0.13%
25,044
+4,019
186
$1.8M 0.13%
18,813
-94
187
$1.8M 0.13%
20,310
+1,585
188
$1.78M 0.13%
1,710
+181
189
$1.75M 0.13%
8,711
-44
190
$1.73M 0.13%
21,249
+6,080
191
$1.72M 0.12%
6,528
+19
192
$1.68M 0.12%
37,021
+203
193
$1.67M 0.12%
35,079
+1,760
194
$1.65M 0.12%
17,198
+1,160
195
$1.65M 0.12%
524
+42
196
$1.65M 0.12%
71,186
+3,377
197
$1.61M 0.12%
15,781
-1,045
198
$1.6M 0.12%
10,646
-218
199
$1.6M 0.12%
19,885
+212
200
$1.56M 0.11%
15,451
+865
6 7
8
9 10