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
$1.37B
AUM Growth
-$11.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
719
New
Increased
Reduced
Closed

Top Buys

1
+$9.93M
2
+$7.61M
3
+$7.04M
4
FFLC icon
Fidelity Fundamental Large Cap Core ETF
FFLC
+$6.14M
5
GEO icon
The GEO Group
GEO
+$4.77M

Top Sells

1
+$7.14M
2
+$6.93M
3
+$6.12M
4
MSFT icon
Microsoft
MSFT
+$5.19M
5
VTV icon
Vanguard Value ETF
VTV
+$5.14M

Sector Composition

1 Technology 14.5%
2 Financials 8.04%
3 Energy 4.41%
4 Healthcare 4.24%
5 Consumer Discretionary 4.15%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
176
$1.96M 0.14%
13,702
+5,346
177
$1.95M 0.14%
15,110
-241
178
$1.95M 0.14%
3,922
+62
179
$1.95M 0.14%
5,366
-128
180
$1.94M 0.14%
1,836
+126
181
$1.91M 0.14%
56,375
-8,635
182
$1.91M 0.14%
2,474
-3,730
183
$1.86M 0.14%
6,913
+385
184
$1.86M 0.14%
92,447
+799
185
$1.86M 0.14%
10,021
+322
186
$1.85M 0.14%
8,062
-168
187
$1.85M 0.14%
356,315
-7,425
188
$1.83M 0.13%
23,659
-667
189
$1.8M 0.13%
37,295
+274
190
$1.8M 0.13%
49,922
+36,821
191
$1.78M 0.13%
9,004
+116
192
$1.73M 0.13%
52,095
+4,820
193
$1.73M 0.13%
55,079
+26,165
194
$1.71M 0.13%
18,501
-312
195
$1.71M 0.13%
8,616
-95
196
$1.7M 0.12%
12,872
-3,347
197
$1.68M 0.12%
+68,017
198
$1.66M 0.12%
21,885
+2,987
199
$1.63M 0.12%
17,296
+98
200
$1.61M 0.12%
16,645
+1,194
6 7
8
9 10