HoldingsChannel.com
Nations Financial Group Inc. IA ADV Top Holdings
As of  03/31/2019

   EntityAmountChange
 12/31/2018 to 03/31/2019
Position Size
($ in 1000's)
ISHARES S&P MIDCAP FUND (IJH) 53,351 +2,146 $10,105
     IJH53,351+2,146$10,105
INVESCO QQQ TRUST 36,357 +1,424 $6,532
     QQQ36,357+1,424$6,532
ISHARES S&P SMALL CAP FUND (IJR) 81,160 +4,977 $6,262
     IJR81,160+4,977$6,262
BERKSHIRE HATHAWAY INC DEL CL B NEW      $4,927
     BRK.B17,028-870$3,421
     BRK.A5UNCH$1,506
ISHARES EDGE MSCI MIN VOL USA ETF (USMV) 83,442 +4,538 $4,906
     USMV83,442+4,538$4,906
APPLE INC COM 25,772 +1,517 $4,895
     AAPL25,772+1,517$4,895
VANGUARD FTSE EMERGING MARKETS ETF (VWO) 100,619 +9,873 $4,276
     VWO100,619+9,873$4,276
TECHNOLOGY SELECT SECTOR SPDR FUND (XLK) 48,836 +5,305 $3,614
     XLK48,836+5,305$3,614
SPDR S&P 500 ETF (SPY) 11,539 +513 $3,260
     SPY11,539+513$3,260
ISHARES S&P 500 GROWTH ETF (IVW) 18,271 -267 $3,149
     IVW18,271-267$3,149
FIRST TRUST NASDAQ RISING DIVIDEND ACHIEVERS FUND (RDVY) 93,679 -3,074 $2,794
     RDVY93,679-3,074$2,794
COHEN & STEERS INFRASTRUCTURE COM 100,889 -1,968 $2,474
     UTF100,889-1,968$2,474
VANGUARD FTSE DEVELOPED MARKETS ETF (VEA) 51,196 +9,801 $2,092
     VEA51,196+9,801$2,092
ISHARES EDGE MSCI USA MOMENTUM FACTOR ETF (MTUM) 15,702 -1,502 $1,762
     MTUM15,702-1,502$1,762
AMAZON COM INC COM 985 +17 $1,754
     AMZN985+17$1,754
VANGUARD SHORT TERM BOND INDEX FUND (BSV) 20,920 +257 $1,665
     BSV20,920+257$1,665
FIRST TRUST NYSE ARCA BIOTECHNOLOGY INDEX FUND (FBT) 10,715 +971 $1,616
     FBT10,715+971$1,616
VANGUARD MID CAP INDEX FUND (VO) 9,733 +251 $1,565
     VO9,733+251$1,565
INTEL CORP COM 26,703 +42 $1,434
     INTC26,703+42$1,434
VANGUARD REAL ESTATE ETF (VNQ) 14,644 -426 $1,273
     VNQ14,644-426$1,273
HANCOCK JOHN TAX ADV DIV INCM COM 50,022 -2,017 $1,241
     HTD50,022-2,017$1,241
SPDR BLOOMBERG BARCLAYS HIGH YIELD BOND ETF (BIL)      $1,227
     ETF22,042+22,042$793
     BIL4,738+4,738$434
PFIZER INC COM 28,503 -553 $1,211
     PFE28,503-553$1,211
VERIZON COMMUNICATIONS INC COM 19,397 -2,286 $1,147
     VZ19,397-2,286$1,147
STARBUCKS CORP COM 14,825 +636 $1,102
     SBUX14,825+636$1,102
PROCTER AND GAMBLE CO COM 10,358 -155 $1,078
     PG10,358-155$1,078
ISHARES CORE S&P 500 ETF (IVV) 3,735 +469 $1,063
     IVV3,735+469$1,063
PIMCO ACTIVE BOND EXCHANGE TRADED FUND (BOND) 10,051 +75 $1,061
     BOND10,051+75$1,061
AT&T INC COM 33,097 -11 $1,038
     T33,097-11$1,038
ALLIANT ENERGY CORP COM 21,924 -1,600 $1,033
     LNT21,924-1,600$1,033
CONSUMER DISCRETIONARY SELECT SECTOR SPDR FUND (XLY) 9,066 +546 $1,032
     XLY9,066+546$1,032
WISDOMTREE U.S. MIDCAP DIVIDEND FUND (DON) 28,695 UNCH $1,027
     DON28,695UNCH$1,027
INTERNATIONAL BUSINESS MACHS COM 7,263 +134 $1,025
     IBM7,263+134$1,025
SCHWAB U.S. LARGE CAP ETF (SCHX) 14,487 +317 $979
     SCHX14,487+317$979
GOLDMAN SACHS ACTIVEBETA U.S. LARGE CAP EQUITY ETF (GSLC) 16,946 +3,125 $963
     GSLC16,946+3,125$963
ISHARES S&P SMALL CAP 600 GROWTH ETF (IJT) 5,359 +112 $957
     IJT5,359+112$957
MICROSOFT CORP COM 7,953 +135 $938
     MSFT7,953+135$938
HEALTH CARE SELECT SECTOR SPDR FUND (XLV) 10,184 +608 $934
     XLV10,184+608$934
JOHNSON & JOHNSON COM 6,419 +1,026 $897
     JNJ6,419+1,026$897
CATERPILLAR INC DEL COM 6,476 +19 $878
     CAT6,476+19$878
BOEING CO COM 2,298 +61 $877
     BA2,298+61$877
VANGUARD GROWTH INDEX FUND (VUG) 5,483 +627 $858
     VUG5,483+627$858
WASTE MGMT INC DEL COM 8,255 UNCH $858
     WM8,255UNCH$858
PEPSICO INC COM 6,969 +371 $854
     PEP6,969+371$854
MERCK & CO INC COM 10,228 -3,090 $851
     MRK10,228-3,090$851
ISHARES S&P MID CAP 400 VALUE ETF (IJJ) 5,307 +94 $833
     IJJ5,307+94$833
ISHARES S&P 500 VALUE ETF (IVE) 7,387 +15 $833
     IVE7,387+15$833
ISHARES J.P. MORGAN USD EMERGING MARKETS BOND ETF (EMB) 7,406 +511 $815
     EMB7,406+511$815
SPDR NUVEEN BLOOMBERG BARCLAYS MUNICIPAL BOND ETF (TFI) 16,526 +37 $814
     TFI16,526+37$814
VANGUARD VALUE INDEX FUND (VTV) 7,432 UNCH $800
     VTV7,432UNCH$800

See Full List: All Stocks Held By Nations Financial Group Inc. IA ADV
— Including:
     • Biggest new positions
     • Biggest exits
     • Biggest increased positions
     • Biggest decreased positions

See Details: Top 10 Stocks Held By Nations Financial Group Inc. IA ADV

Size ($ in 1000's)
At 03/31/2019: $145,808
At 12/31/2018: $124,852

Nations Financial Group Inc. IA ADV holdings changes, total fund size, and other information presented on HoldingsChannel.com was derived from Nations Financial Group Inc. IA ADV 13F filings. Link to 13F filings: SEC filings

Nations Financial Group Inc. IA ADV Top Holdings 13F Filings | www.HoldingsChannel.com

Copyright © 2013 - 2019, All Rights Reserved Nothing in Holdings Channel is intended to be investment advice, nor does it represent the opinion of, counsel from, or recommendations by BNK Invest Inc. or any of its affiliates, subsidiaries or partners. None of the information contained herein constitutes a recommendation that any particular security, portfolio, transaction, or investment strategy is suitable for any specific person. All viewers agree that under no circumstances will BNK Invest, Inc,. its subsidiaries, partners, officers, employees, affiliates, or agents be held liable for any loss or damage caused by your reliance on information obtained. By visiting, using or viewing this site, you agree to the following Full Disclaimer & Terms of Use and Privacy Policy. Video widget and videos powered by Market News Video. Quote data delayed at least 20 minutes; data powered by Ticker Technologies, and Mergent. Contact Holdings Channel; Meet Our Editorial Staff.