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
$278M
AUM Growth
+$127M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
292
New
Increased
Reduced
Closed

Top Buys

1
+$4.28M
2
+$2.75M
3
+$2.7M
4
IVV icon
iShares Core S&P 500 ETF
IVV
+$2.68M
5
ITOT icon
iShares Core S&P Total US Stock Market ETF
ITOT
+$2.22M

Top Sells

1
+$608K
2
+$370K
3
+$218K
4
MMM icon
3M
MMM
+$216K
5
NEM icon
Newmont
NEM
+$212K

Sector Composition

1 Technology 10.29%
2 Healthcare 6.3%
3 Industrials 5.71%
4 Consumer Discretionary 5.34%
5 Financials 4.86%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
201
$359K 0.13%
12,600
+500
202
$354K 0.13%
7,508
+476
203
$354K 0.13%
5,782
+27
204
$351K 0.13%
+4,476
205
$350K 0.13%
6,345
+2
206
$348K 0.13%
+14,251
207
$344K 0.12%
5,933
-1,520
208
$342K 0.12%
+19,029
209
$341K 0.12%
6,508
+2
210
$340K 0.12%
2,186
+136
211
$339K 0.12%
26,025
212
$338K 0.12%
2,501
-360
213
$337K 0.12%
+4,881
214
$336K 0.12%
1,911
-94
215
$334K 0.12%
1,743
+502
216
$333K 0.12%
5,280
-1,640
217
$330K 0.12%
+10,891
218
$327K 0.12%
5,582
+446
219
$324K 0.12%
+4,053
220
$323K 0.12%
+9,969
221
$323K 0.12%
5,549
+50
222
$313K 0.11%
+3,492
223
$313K 0.11%
2,682
+63
224
$310K 0.11%
+2,684
225
$308K 0.11%
3,259
-143
7 8
9
10 11