HoldingsChannel.com
Nations Financial Group Inc. IA ADV Top Holdings
As of  03/31/2020

   EntityAmountChange
 12/31/2019 to 03/31/2020
Position Size
($ in 1000's)
ISHARES S&P MIDCAP FUND (IJH) 64,352 +1,754 $9,258
     IJH64,352+1,754$9,258
APPLE INC COM 31,759 -292 $8,076
     AAPL31,759-292$8,076
ISHARES S&P SMALL CAP FUND (IJR) 115,818 +6,228 $6,499
     IJR115,818+6,228$6,499
ISHARES EDGE MSCI MIN VOL USA ETF (USMV) 101,303 +10,578 $5,471
     USMV101,303+10,578$5,471
INVESCO QQQ TRUST 26,761 -2,386 $5,095
     QQQ26,761-2,386$5,095
TECHNOLOGY SELECT SECTOR SPDR FUND (XLK) 62,204 +8,145 $4,999
     XLK62,204+8,145$4,999
BERKSHIRE HATHAWAY INC DEL CL B NEW      $4,925
     BRK.B19,497+3,370$3,565
     BRK.A5UNCH$1,360
VANGUARD FTSE EMERGING MARKETS ETF (VWO) 145,994 -4,753 $4,898
     VWO145,994-4,753$4,898
MICROSOFT CORP COM 25,444 -763 $4,013
     MSFT25,444-763$4,013
SPDR S&P 500 ETF (SPY) 15,317 +1,932 $3,948
     SPY15,317+1,932$3,948
ISHARES CORE S&P 500 ETF (IVV) 13,118 -94 $3,390
     IVV13,118-94$3,390
AMAZON COM INC COM 1,455 -1 $2,837
     AMZN1,455-1$2,837
VANGUARD HIGH DIVIDEND YIELD ETF (VYM) 38,800 +8,258 $2,745
     VYM38,800+8,258$2,745
VERIZON COMMUNICATIONS INC COM 50,868 -408 $2,733
     VZ50,868-408$2,733
FIDELITY LOW DURATION BOND FACTOR ETF (FLDR) 52,414 -50,225 $2,561
     FLDR52,414-50,225$2,561
ISHARES CORE MSCI EMERGING MARKETS ETF (IEMG) 62,737 +8,532 $2,539
     IEMG62,737+8,532$2,539
ISHARES FLOATING RATE BOND ETF (FLOT) 52,051 +5,772 $2,537
     FLOT52,051+5,772$2,537
SPDR PORTFOLIO S&P 500 ETF (SPLG) 81,253 +2,915 $2,458
     SPLG81,253+2,915$2,458
VANGUARD MID CAP INDEX FUND (VO) 18,628 +5,574 $2,452
     VO18,628+5,574$2,452
VANGUARD FTSE DEVELOPED MARKETS ETF (VEA) 73,321 +3,644 $2,445
     VEA73,321+3,644$2,445
VISA INC COM CL A 14,420 +7,932 $2,323
     V14,420+7,932$2,323
COSTCO WHSL CORP NEW COM 7,793 +426 $2,222
     COST7,793+426$2,222
INVESCO TOTAL RETURN BOND ETF (GTO) 39,820 +13,014 $2,115
     GTO39,820+13,014$2,115
VANGUARD SHORT TERM BOND INDEX FUND (BSV) 24,377 +501 $2,003
     BSV24,377+501$2,003
NEXTERA ENERGY INC COM 8,277 -172 $1,992
     NEE8,277-172$1,992
COHEN & STEERS INFRASTRUCTURE COM 104,724 +2,068 $1,974
     UTF104,724+2,068$1,974
FACTSET RESH SYS INC COM 7,214 +5 $1,881
     FDS7,214+5$1,881
ISHARES CORE S&P TOTAL U.S. STOCK MARKET ETF (ITOT) 32,668 -438 $1,869
     ITOT32,668-438$1,869
PIMCO ACTIVE BOND EXCHANGE TRADED FUND (BOND) 17,352 +1,938 $1,842
     BOND17,352+1,938$1,842
WASTE MGMT INC DEL COM 19,612 +1,330 $1,815
     WM19,612+1,330$1,815
DISNEY WALT CO COM DISNEY 18,685 +7,452 $1,805
     DIS18,685+7,452$1,805
VANGUARD GROWTH INDEX FUND (VUG) 11,021 +4,179 $1,727
     VUG11,021+4,179$1,727
STRYKER CORPORATION COM 10,150 +133 $1,690
     SYK10,150+133$1,690
AMERICAN TOWER CORP NEW COM 7,245 +30 $1,578
     AMT7,245+30$1,578
HENRY JACK & ASSOC INC COM 10,047 +333 $1,560
     JKHY10,047+333$1,560
ISHARES J.P. MORGAN USD EMERGING MARKETS BOND ETF (EMB) 15,962 +1,869 $1,543
     EMB15,962+1,869$1,543
NVIDIA CORP COM 5,774 +419 $1,522
     NVDA5,774+419$1,522
ISHARES CORE MSCI EAFE ETF (IEFA) 29,668 -776 $1,480
     IEFA29,668-776$1,480
VANGUARD REAL ESTATE ETF (VNQ) 20,915 +167 $1,461
     VNQ20,915+167$1,461
ISHARES S&P 500 GROWTH ETF (IVW) 8,832 -296 $1,458
     IVW8,832-296$1,458
ZOETIS INC CL A 12,268 -157 $1,444
     ZTS12,268-157$1,444
WALMART INC COM 12,047 -135 $1,369
     WMT12,047-135$1,369
SALESFORCE COM INC COM 8,974 +230 $1,292
     CRM8,974+230$1,292
BECTON DICKINSON & CO COM 5,533 -948 $1,271
     BDX5,533-948$1,271
INTEL CORP COM 23,124 -139 $1,251
     INTC23,124-139$1,251
PROCTER AND GAMBLE CO COM 11,219 +24 $1,234
     PG11,219+24$1,234
SPDR DOUBLELINE SHORT DURATION TOTAL RETURN TACTICAL ETF (STOT) 25,155 -687 $1,213
     STOT25,155-687$1,213
CVS HEALTH CORP COM 20,022 +3,157 $1,188
     CVS20,022+3,157$1,188
ACCENTURE PLC IRELAND SHS CLASS A 7,222 +1 $1,179
     ACN7,222+1$1,179
INVESCO S&P MIDCAP LOW VOLATILITY ETF (XMLV) 29,374 +7,681 $1,170
     XMLV29,374+7,681$1,170

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 03/31/2020: $234,370
At 12/31/2019: $289,970

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

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