NFG

Nations Financial Group Portfolio holdings

AUM $1.61B
1-Year Est. Return 28.39%
This Quarter Est. Return
1 Year Est. Return
+28.39%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$1.31B
AUM Growth
-$56.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
717
New
Increased
Reduced
Closed

Top Buys

1
+$3.82M
2
+$3.69M
3
+$3.19M
4
BABA icon
Alibaba
BABA
+$2.96M
5
VAL icon
Valaris
VAL
+$2.7M

Top Sells

1
+$4.77M
2
+$4.14M
3
+$3.69M
4
FIXD icon
First Trust Smith Opportunistic Fixed Income ETF
FIXD
+$3.49M
5
FTCS icon
First Trust Capital Strength ETF
FTCS
+$3.46M

Sector Composition

1 Technology 12.93%
2 Financials 9%
3 Energy 4.76%
4 Healthcare 4.38%
5 Consumer Discretionary 3.98%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
176
$1.84M 0.14%
101,974
+21,070
177
$1.82M 0.14%
36,558
-737
178
$1.81M 0.14%
8,651
-1,772
179
$1.8M 0.14%
14,316
-794
180
$1.8M 0.14%
5,464
+98
181
$1.79M 0.14%
7,060
-598
182
$1.79M 0.14%
60,239
+5,160
183
$1.79M 0.14%
92,968
+521
184
$1.77M 0.13%
22,573
-1,086
185
$1.76M 0.13%
6,861
-52
186
$1.71M 0.13%
23,890
+656
187
$1.71M 0.13%
16,363
-2,660
188
$1.7M 0.13%
18,427
-74
189
$1.69M 0.13%
10,283
-2,271
190
$1.67M 0.13%
13,434
-7,308
191
$1.66M 0.13%
8,846
-1,175
192
$1.66M 0.13%
3,027
+2,619
193
$1.65M 0.13%
46,913
-3,009
194
$1.63M 0.12%
18,193
-38,580
195
$1.6M 0.12%
24,256
+2,045
196
$1.58M 0.12%
50,406
+3,693
197
$1.57M 0.12%
7,860
+5,332
198
$1.57M 0.12%
15,858
-787
199
$1.55M 0.12%
14,244
-3,052
200
$1.54M 0.12%
9,303
+299
6 7
8
9 10