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
$1.02B
AUM Growth
+$64.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
649
New
Increased
Reduced
Closed

Top Buys

1
+$3.37M
2
+$2.45M
3
+$2.26M
4
RDVI icon
FT Vest Rising Dividend Achievers Target Income ETF
RDVI
+$1.89M
5
TLH icon
iShares 10-20 Year Treasury Bond ETF
TLH
+$1.8M

Top Sells

1
+$3.53M
2
+$1.8M
3
+$1.78M
4
OXY icon
Occidental Petroleum
OXY
+$1.61M
5
NVDA icon
NVIDIA
NVDA
+$1.51M

Sector Composition

1 Technology 13.88%
2 Financials 6.99%
3 Healthcare 5.39%
4 Energy 4.83%
5 Consumer Discretionary 4.31%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
201
$1.23M 0.12%
43,609
-205
202
$1.22M 0.12%
12,424
+3,115
203
$1.22M 0.12%
59,650
-2,583
204
$1.22M 0.12%
60,695
205
$1.21M 0.12%
3,076
-114
206
$1.21M 0.12%
2,468
+538
207
$1.2M 0.12%
22,982
+1,630
208
$1.19M 0.12%
15,845
-53
209
$1.19M 0.12%
20,992
+6,253
210
$1.18M 0.12%
10,310
+271
211
$1.18M 0.12%
42,588
+868
212
$1.17M 0.11%
14,214
-66
213
$1.15M 0.11%
12,293
-1,767
214
$1.14M 0.11%
8,535
+142
215
$1.14M 0.11%
45,633
+1,256
216
$1.14M 0.11%
4,616
-319
217
$1.13M 0.11%
9,468
+299
218
$1.13M 0.11%
1,434
-16
219
$1.13M 0.11%
4,604
+140
220
$1.12M 0.11%
44,607
+8,870
221
$1.1M 0.11%
3,130
+16
222
$1.1M 0.11%
5,867
+49
223
$1.09M 0.11%
21,966
+199
224
$1.09M 0.11%
72,091
+2,338
225
$1.09M 0.11%
70,979
+47,479
7 8
9
10 11