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Stock Style shows hedge fund manager's main investment focus in Value or Growth. It is determined based on analysis of portfolio holdings that are part of about 3000 US Stocks.
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Market Cap
Large
Value
Mid
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Small
Growth
39
3
0
1
1
0
26
2
1
NATIONS FINANCIAL GROUP INC IA ADV

Time Period2019-06-30

Total Holdings173

Total Value ($x1000)151,280
Activities
New15

Increased81

Unchanged19

Decreased58

Sold Out13

Top 10 Stock Holdingstotal 34.85%
IJH6.91

IJR4.39

QQQ4.09

USMV3.61

AAPL3.38

 
VWO2.84

XLK2.54

SPY2.51

BRK.B2.31

IVW2.27

-- hover over a symbol below for details --
SEC 13F
Filing
Detail
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IJH
6.91%
CORE S&P MCP ETF
IJR
4.39%
CORE S&P SCP ETF
QQQ
4.09%
UNIT SER 1
USMV
3.61%
USA MIN VOL ETF
AAPL
3.38%
COM
VWO
2.84%
FTSE EMR MKT ETF
XLK
2.54%
TECHNOLOGY
SPY
2.51%
TR UNIT
BRK.B
2.31%
CL B NEW
IVW
2.27%
S&P 500 GRWT ETF
RDVY
1.83%
FIRST TR NASDAQ
UTF
1.68%
COM
VEA
1.52%
FTSE DEV MKT ETF
AMZN
1.35%
COM
MTUM
1.17%
MSCI USAMOMFCT
BSV
1.17%
SHORT TRM BOND
VO
1.08%
MID CAP ETF
BRK.A
1.05%
CL A
FBT
1%
NY ARCA BIOTECH
MSFT
0.87%
COM
VZ
0.85%
COM
HTD
0.83%
COM
IVV
0.83%
CORE S&P500 ETF
VNQ
0.8%
REIT ETF
PFE
0.77%
COM
BOND
0.73%
TOTL RETN ETF
GSLC
0.72%
EQUITY ETF
SCHX
0.72%
US LRG CAP ETF
LNT
0.71%
COM
INTC
0.71%
COM
T
0.7%
COM
EMB
0.67%
JP MOR EM MK ETF
DON
0.67%
MIDCAP DIVI FD
IJT
0.65%
SP SMCP600GR ETF
MRK
0.64%
COM
PG
0.63%
COM
XLV
0.62%
SBI HEALTHCARE
XLY
0.62%
SBI CONS DISCR
IBM
0.6%
COM
JNJ
0.59%
COM
CAT
0.59%
COM
WMT
0.58%
COM
CRM
0.56%
COM
VTI
0.56%
TOTAL STK MKT
IJJ
0.55%
S&P MC 400VL ETF
TFI
0.55%
NUVN BRCLY MUNI
BA
0.54%
COM
DIS
0.54%
COM DISNEY
VUG
0.53%
GROWTH ETF
JNK
0.53%
BLOOMBERG BRCLYS
EFA
0.52%
MSCI EAFE ETF
VTV
0.51%
VALUE ETF
KRE
0.51%
S&P REGL BKG
VYM
0.5%
HIGH DIV YLD
JCO
0.48%
COM
IVE
0.48%
S&P 500 VAL ETF
FLOT
0.48%
FLTG RATE BD ETF
JKJ
0.48%
MRGSTR SM CP ETF
BOE
0.46%
COM
VBR
0.46%
SM CP VAL ETF
IWD
0.46%
RUS 1000 VAL ETF
UPS
0.45%
CL B
ITM
0.44%
AMT FREE INT ETF
IWP
0.44%
RUS MD CP GR ETF
DE
0.44%
COM
IWS
0.43%
RUS MDCP VAL ETF
VOO
0.42%
SHS
VCSH
0.42%
SHRT TRM CORP BD
F
0.42%
COM PAR $0.01
SYK
0.41%
COM
GDX
0.4%
GOLD MINERS ETF
DIAX
0.39%
SHS
PEP
0.39%
COM
IWR
0.39%
RUS MID-CAP ETF
AON
0.39%
SHS CL A
IJK
0.38%
S&P MC 400GR ETF
FPX
0.37%
SHS
FVD
0.36%
SHS
CL
0.36%
COM
EPD
0.35%
COM
UTX
0.35%
COM
SHM
0.35%
NUVN BR SHT MUNI
BUD
0.35%
SPONSORED ADR
IBB
0.34%
NASDQ BIOTEC ETF
KMB
0.34%
COM
FTSM
0.34%
FIRST TR ENH NEW
QCOM
0.33%
COM
MINT
0.33%
ENHAN SHRT MAT
CSX
0.33%
COM
MCD
0.32%
COM
XLE
0.31%
SBI INT-ENERGY
OKE
0.3%
COM
RNP
0.3%
COM
IAU
0.3%
ISHARES
XOM
0.29%
COM
VIG
0.29%
DIV APP ETF
ADP
0.28%
COM
BIL
0.28%
SPDR BLOOMBERG
ABT
0.28%
COM
DKS
0.27%
COM
HD
0.27%
COM
FMHI
0.27%
MUNI HI INCM ETF
COST
0.27%
COM
IWF
0.27%
RUS 1000 GRW ETF
CVX
0.27%
COM
CSCO
0.26%
COM
NFLX
0.26%
COM
JPM
0.26%
COM
COP
0.26%
COM
AMGN
0.25%
COM
GOOG
0.25%
CAP STK CL C
OEF
0.25%
S&P 100 ETF
D
0.24%
COM
DEX
0.24%
COM
MDLZ
0.23%
CL A
VHT
0.23%
HEALTH CAR ETF
BP
0.23%
SPONSORED ADR
MGM
0.23%
COM
ABBV
0.23%
COM
DHR
0.22%
COM
ROST
0.22%
COM
WBA
0.22%
COM
XLP
0.22%
SBI CONS STPLS
CSQ
0.22%
COM SH BEN INT
IYT
0.22%
TRANS AVG ETF
XLF
0.21%
SBI INT-FINL
RIV
0.21%
COM
IWM
0.21%
RUSSELL 2000 ETF
WM
0.21%
COM
V
0.21%
COM CL A
CIU
0.21%
INTERM CR BD ETF
SCHV
0.2%
US LCAP VA ETF
AFL
0.2%
COM
AEP
0.2%
COM
GILD
0.2%
COM
BNDX
0.19%
INTL BD IDX ETF
NEE
0.19%
COM
PWB
0.19%
DYNMC LRG GWTH
CMCSA
0.19%
CL A
KMI
0.18%
COM
RQI
0.18%
COM
RSP
0.18%
S&P500 EQL WGT
GE
0.17%
COM
AVK
0.17%
COM
IEFA
0.17%
CORE MSCI EAFE
SHY
0.17%
1-3 YR TR BD ETF
EA
0.16%
COM
SLV
0.16%
ISHARES
PSX
0.16%
COM
FB
0.16%
CL A
GOOGL
0.16%
CAP STK CL A
TIP
0.16%
TIPS BD ETF
LMT
0.16%
COM
DD
0.15%
COM
ELD
0.15%
EM LCL DEBT FD
VAW
0.15%
MATERIALS ETF
KHC
0.15%
COM
GLW
0.14%
COM
MMM
0.14%
COM
GLD
0.14%
GOLD SHS
MDT
0.14%
SHS
NEM
0.14%
COM
TXN
0.14%
COM
RTN
0.13%
COM NEW
NSL
0.13%
COM
CEF
0.11%
UNIT
ELP
0.11%
SPON ADR PFD
VGM
0.09%
COM
ARCO
0.07%
SHS CLASS -A -
AEG
0.07%
NY REGISTRY SH
IGR
0.07%
COM
CIF
0.02%
SH BEN INT
SYNC
0.02%
COM
SBUX
0.76%
COM
DWDP
0.35%
COM
CELG
0.32%
COM
SJM
0.21%
COM NEW
AXP
0.21%
COM
TSLA
0.17%
COM
IBKC
0.16%
COM
WFC
0.16%
COM
PM
0.15%
COM
NKE
0.14%
CL B
NVDA
0.14%
COM
CTL
0.1%
COM
RAD
0.01%
COM