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
$1.38B
AUM Growth
+$153M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
698
New
Increased
Reduced
Closed

Top Buys

1
+$3.61M
2
+$3.52M
3
+$3.05M
4
IEI icon
iShares 3-7 Year Treasury Bond ETF
IEI
+$2.95M
5
VB icon
Vanguard Small-Cap ETF
VB
+$2.59M

Top Sells

1
+$3.72M
2
+$3M
3
+$2.77M
4
ICSH icon
iShares Ultra Short Duration Bond Active ETF
ICSH
+$2.48M
5
DJAN icon
FT Vest US Equity Deep Buffer ETF January
DJAN
+$2.2M

Sector Composition

1 Technology 13.83%
2 Financials 8.24%
3 Healthcare 5.25%
4 Energy 4.43%
5 Consumer Discretionary 4.3%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
201
$1.55M 0.11%
47,275
+2,319
202
$1.54M 0.11%
8,888
+299
203
$1.54M 0.11%
+45,353
204
$1.53M 0.11%
14,554
+3,937
205
$1.53M 0.11%
7,636
-93
206
$1.52M 0.11%
47,980
+478
207
$1.5M 0.11%
22,279
+666
208
$1.48M 0.11%
10,983
+8,349
209
$1.48M 0.11%
7,125
-301
210
$1.47M 0.11%
8,540
+1,697
211
$1.46M 0.11%
29,468
+386
212
$1.46M 0.11%
+5,126
213
$1.43M 0.1%
+5,280
214
$1.42M 0.1%
36,853
+19,102
215
$1.4M 0.1%
33,332
-475
216
$1.38M 0.1%
4,813
+151
217
$1.38M 0.1%
13,320
+1,296
218
$1.37M 0.1%
31,137
+406
219
$1.36M 0.1%
10,096
+747
220
$1.36M 0.1%
71,155
-3,230
221
$1.35M 0.1%
8,280
+1,082
222
$1.35M 0.1%
5,794
+315
223
$1.34M 0.1%
+24,117
224
$1.34M 0.1%
22,010
-28
225
$1.33M 0.1%
59,361
-2,079
7 8
9
10 11