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Stock Style
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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.
Style
Market Cap
Large
Value
Mid
Blend
Small
Growth
37
3
2
1
0
0
25
2
1
NATIONS FINANCIAL GROUP INC IA ADV

Time Period2018-12-31

Total Holdings164

Total Value ($x1000)124,852
Activities
New7

Increased96

Unchanged20

Decreased41

Sold Out12

Top 10 Stock Holdingstotal 34.04%
IJH6.81

QQQ4.32

IJR4.23

USMV3.31

AAPL3.06

 
BRK.B2.93

VWO2.77

IVW2.24

SPY2.21

XLK2.16

-- hover over a symbol below for details --
SEC 13F
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Detail
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IJH
6.81%
CORE S&P MCP ETF
QQQ
4.32%
UNIT SER 1
IJR
4.23%
CORE S&P SCP ETF
USMV
3.31%
USA MIN VOL ETF
AAPL
3.06%
COM
BRK.B
2.93%
CL B NEW
VWO
2.77%
FTSE EMR MKT ETF
IVW
2.24%
S&P 500 GRWT ETF
SPY
2.21%
TR UNIT
XLK
2.16%
TECHNOLOGY
RDVY
2.05%
FIRST TR NASDAQ
UTF
1.63%
COM
MTUM
1.38%
MSCI USAMOMFCT
BSV
1.3%
SHORT TRM BOND
VEA
1.23%
FTSE DEV MKT ETF
BRK.A
1.23%
CL A
AMZN
1.16%
COM
VO
1.05%
MID CAP ETF
PFE
1.02%
COM
INTC
1%
COM
VZ
0.98%
COM
FBT
0.97%
NY ARCA BIOTECH
VNQ
0.9%
REIT ETF
HTD
0.85%
COM
BOND
0.82%
TOTL RETN ETF
MRK
0.82%
COM
LNT
0.8%
COM
PG
0.77%
COM
T
0.76%
COM
SBUX
0.73%
COM
DON
0.73%
MIDCAP DIVI FD
IJT
0.68%
SP SMCP600GR ETF
SCHX
0.68%
US LRG CAP ETF
XLY
0.68%
SBI CONS DISCR
XLV
0.66%
SBI HEALTHCARE
IVV
0.66%
CORE S&P500 ETF
CAT
0.66%
COM
IBM
0.65%
COM
MSFT
0.64%
COM
TFI
0.64%
NUVN BRCLY MUNI
IVE
0.6%
S&P 500 VAL ETF
WM
0.59%
COM
EFA
0.59%
MSCI EAFE ETF
IWD
0.59%
RUS 1000 VAL ETF
PEP
0.58%
COM
VTV
0.58%
VALUE ETF
BA
0.58%
COM
IJJ
0.58%
S&P MC 400VL ETF
ITM
0.57%
AMT FREE INT ETF
EMB
0.57%
JP MOR EM MK ETF
KRE
0.56%
S&P REGL BKG
WMT
0.56%
COM
JNJ
0.56%
COM
GSLC
0.56%
EQUITY ETF
JNK
0.55%
BRC HGH YLD BD
FLOT
0.53%
FLTG RATE BD ETF
VUG
0.52%
GROWTH ETF
VBR
0.51%
SM CP VAL ETF
DE
0.51%
COM
UPS
0.5%
CL B
BOE
0.5%
COM
SYK
0.49%
COM
OKE
0.49%
COM
JKJ
0.47%
MRGSTR SM CP ETF
XOM
0.44%
COM
VTI
0.43%
TOTAL STK MKT
IWS
0.41%
RUS MDCP VAL ETF
SHM
0.41%
NUVN BR SHT MUNI
MINT
0.4%
ENHAN SHRT MAT
DWDP
0.4%
COM
IJK
0.4%
S&P MC 400GR ETF
IWP
0.39%
RUS MD CP GR ETF
DIAX
0.39%
SHS
DIS
0.39%
COM DISNEY
XLE
0.39%
SBI INT-ENERGY
F
0.38%
COM PAR $0.01
GDX
0.38%
GOLD MINERS ETF
IBB
0.37%
NASDQ BIOTEC ETF
CVX
0.36%
COM
AON
0.35%
SHS CL A
KMB
0.35%
COM
CL
0.34%
COM
WBA
0.34%
COM
VYM
0.34%
HIGH DIV YLD
NEE
0.33%
COM
JCO
0.33%
COM
IAU
0.33%
ISHARES
VHT
0.33%
HEALTH CAR ETF
FPX
0.33%
SHS
AMGN
0.33%
COM
COP
0.33%
COM
CSX
0.31%
COM
BUD
0.31%
SPONSORED ADR
VCSH
0.31%
SHRT TRM CORP BD
QCOM
0.3%
COM
BP
0.3%
SPONSORED ADR
VIG
0.3%
DIV APP ETF
DKS
0.3%
COM
RNP
0.3%
COM
FTSM
0.29%
FIRST TR ENH NEW
IWF
0.28%
RUS 1000 GRW ETF
IWR
0.28%
RUS MID-CAP ETF
ADP
0.28%
COM
HD
0.27%
COM
D
0.27%
COM
ABBV
0.27%
COM
SHY
0.26%
1-3 YR TR BD ETF
ABT
0.26%
COM
CELG
0.25%
COM
XLP
0.25%
SBI CONS STPLS
CSCO
0.25%
COM
MCD
0.25%
COM
NFLX
0.25%
COM
MDLZ
0.24%
CL A
DEX
0.24%
COM
COST
0.23%
COM
UTX
0.23%
COM
ROST
0.23%
COM
CIU
0.23%
INTERM CR BD ETF
GLD
0.22%
GOLD SHS
SLV
0.22%
ISHARES
CSQ
0.22%
COM SH BEN INT
SCHV
0.22%
US LCAP VA ETF
AXP
0.21%
COM
BNDX
0.21%
INTL BD IDX ETF
AEP
0.2%
COM
PWB
0.2%
DYNMC LRG GWTH
AFL
0.2%
COM
DHR
0.2%
COM
TIP
0.19%
TIPS BD ETF
GILD
0.19%
COM
SJM
0.19%
COM NEW
XLF
0.19%
SBI INT-FINL
RSP
0.18%
S&P500 EQL WGT
JPM
0.18%
COM
MO
0.18%
COM
AVK
0.18%
COM
TSLA
0.18%
COM
KHC
0.18%
COM
CMCSA
0.18%
CL A
EA
0.18%
COM
GOOGL
0.18%
CAP STK CL A
RQI
0.18%
COM
IEFA
0.18%
CORE MSCI EAFE
IWM
0.17%
RUSSELL 2000 ETF
WFC
0.17%
COM
FVD
0.17%
SHS
MMM
0.17%
COM
DUK
0.17%
COM NEW
IBKC
0.17%
COM
ELD
0.17%
EM LCL DEBT FD
GE
0.16%
COM
CTL
0.15%
COM
NSL
0.15%
COM
KMI
0.14%
COM
ELP
0.1%
SPON ADR PFD
VGM
0.1%
COM
ARCO
0.08%
SHS CLASS -A -
AMLP
0.08%
ALERIAN MLP
IGR
0.07%
COM
LEO
0.06%
COM
CIF
0.02%
SH BEN INT
SYNC
0.01%
COM
RAD
0.01%
COM
COL
0.48%
COM
VTWO
0.3%
VNG RUS2000IDX
NVDA
0.25%
COM
PSX
0.19%
COM
FB
0.18%
CL A
RTN
0.17%
COM NEW
PM
0.16%
COM
LMT
0.16%
COM
BMY
0.15%
COM
MDT
0.15%
SHS
MOS
0.14%
COM
AEG
0.06%
NY REGISTRY SH