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
$1.19B
AUM Growth
+$107M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
658
New
Increased
Reduced
Closed

Top Buys

1
+$3.21M
2
+$2.86M
3
+$2.55M
4
DJAN icon
FT Vest US Equity Deep Buffer ETF January
DJAN
+$2.39M
5
ULTA icon
Ulta Beauty
ULTA
+$1.81M

Top Sells

1
+$2.48M
2
+$2.34M
3
+$2.04M
4
SCHW icon
Charles Schwab
SCHW
+$1.95M
5
PEP icon
PepsiCo
PEP
+$1.83M

Sector Composition

1 Technology 13.43%
2 Financials 8.41%
3 Healthcare 5.08%
4 Energy 4.56%
5 Industrials 4.29%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
201
$1.36M 0.11%
40,611
+1,789
202
$1.36M 0.11%
29,163
+8,832
203
$1.36M 0.11%
+20,480
204
$1.35M 0.11%
27,987
+195
205
$1.35M 0.11%
22,629
-1,888
206
$1.34M 0.11%
73,510
+700
207
$1.33M 0.11%
3,131
+2,270
208
$1.32M 0.11%
21,641
-1,068
209
$1.32M 0.11%
29,347
-3
210
$1.32M 0.11%
6,831
+1,036
211
$1.3M 0.11%
2,851
-254
212
$1.3M 0.11%
3,622
+87
213
$1.29M 0.11%
10,152
-770
214
$1.28M 0.11%
4,713
+938
215
$1.28M 0.11%
+17,625
216
$1.28M 0.11%
45,957
-7,626
217
$1.27M 0.11%
15,454
-399
218
$1.26M 0.11%
8,107
-1,913
219
$1.25M 0.11%
55,749
+2,364
220
$1.25M 0.11%
32,950
+21,750
221
$1.22M 0.1%
+28,072
222
$1.22M 0.1%
15,988
+307
223
$1.22M 0.1%
5,554
-1,124
224
$1.22M 0.1%
21,632
-137
225
$1.2M 0.1%
+44,965
7 8
9
10 11