HoldingsChannel.com
Nations Financial Group Inc. IA ADV Top Holdings
As of  06/30/2019

   EntityAmountChange
 03/31/2019 to 06/30/2019
Position Size
($ in 1000's)
ISHARES S&P MIDCAP FUND (IJH) 53,819 +468 $10,455
     IJH53,819+468$10,455
ISHARES S&P SMALL CAP FUND (IJR) 84,839 +3,679 $6,641
     IJR84,839+3,679$6,641
INVESCO QQQ TRUST 33,167 -3,190 $6,194
     QQQ33,167-3,190$6,194
ISHARES EDGE MSCI MIN VOL USA ETF (USMV) 88,494 +5,052 $5,463
     USMV88,494+5,052$5,463
APPLE INC COM 25,799 +27 $5,106
     AAPL25,799+27$5,106
BERKSHIRE HATHAWAY INC DEL CL B NEW      $5,089
     BRK.B16,404-624$3,497
     BRK.A5UNCH$1,592
VANGUARD FTSE EMERGING MARKETS ETF (VWO) 101,157 +538 $4,302
     VWO101,157+538$4,302
TECHNOLOGY SELECT SECTOR SPDR FUND (XLK) 49,239 +403 $3,843
     XLK49,239+403$3,843
SPDR S&P 500 ETF (SPY) 12,936 +1,397 $3,790
     SPY12,936+1,397$3,790
ISHARES S&P 500 GROWTH ETF (IVW) 19,179 +908 $3,438
     IVW19,179+908$3,438
FIRST TRUST NASDAQ RISING DIVIDEND ACHIEVERS FUND (RDVY) 89,001 -4,678 $2,764
     RDVY89,001-4,678$2,764
COHEN & STEERS INFRASTRUCTURE COM 97,917 -2,972 $2,541
     UTF97,917-2,972$2,541
VANGUARD FTSE DEVELOPED MARKETS ETF (VEA) 55,054 +3,858 $2,296
     VEA55,054+3,858$2,296
AMAZON COM INC COM 1,077 +92 $2,039
     AMZN1,077+92$2,039
ISHARES EDGE MSCI USA MOMENTUM FACTOR ETF (MTUM) 14,927 -775 $1,770
     MTUM14,927-775$1,770
VANGUARD SHORT TERM BOND INDEX FUND (BSV) 21,893 +973 $1,763
     BSV21,893+973$1,763
VANGUARD MID CAP INDEX FUND (VO) 9,814 +81 $1,641
     VO9,814+81$1,641
FIRST TRUST NYSE ARCA BIOTECHNOLOGY INDEX FUND (FBT) 10,791 +76 $1,520
     FBT10,791+76$1,520
MICROSOFT CORP COM 9,792 +1,839 $1,312
     MSFT9,792+1,839$1,312
VERIZON COMMUNICATIONS INC COM 22,494 +3,097 $1,285
     VZ22,494+3,097$1,285
HANCOCK JOHN TAX ADV DIV INCM COM 49,628 -394 $1,261
     HTD49,628-394$1,261
ISHARES CORE S&P 500 ETF (IVV) 4,247 +512 $1,252
     IVV4,247+512$1,252
VANGUARD REAL ESTATE ETF (VNQ) 13,855 -789 $1,211
     VNQ13,855-789$1,211
PFIZER INC COM 27,023 -1,480 $1,171
     PFE27,023-1,480$1,171
PIMCO ACTIVE BOND EXCHANGE TRADED FUND (BOND) 10,208 +157 $1,097
     BOND10,208+157$1,097
GOLDMAN SACHS ACTIVEBETA U.S. LARGE CAP EQUITY ETF (GSLC) 18,587 +1,641 $1,092
     GSLC18,587+1,641$1,092
SCHWAB U.S. LARGE CAP ETF (SCHX) 15,431 +944 $1,083
     SCHX15,431+944$1,083
ALLIANT ENERGY CORP COM 21,909 -15 $1,075
     LNT21,909-15$1,075
INTEL CORP COM 22,437 -4,266 $1,074
     INTC22,437-4,266$1,074
AT&T INC COM 31,501 -1,596 $1,056
     T31,501-1,596$1,056
ISHARES J.P. MORGAN USD EMERGING MARKETS BOND ETF (EMB) 8,981 +1,575 $1,017
     EMB8,981+1,575$1,017
WISDOMTREE U.S. MIDCAP DIVIDEND FUND (DON) 27,995 -700 $1,013
     DON27,995-700$1,013
ISHARES S&P SMALL CAP 600 GROWTH ETF (IJT) 5,359 UNCH $978
     IJT5,359UNCH$978
MERCK & CO INC COM 11,539 +1,311 $968
     MRK11,539+1,311$968
PROCTER AND GAMBLE CO COM 8,661 -1,697 $950
     PG8,661-1,697$950
HEALTH CARE SELECT SECTOR SPDR FUND (XLV) 10,167 -17 $942
     XLV10,167-17$942
CONSUMER DISCRETIONARY SELECT SECTOR SPDR FUND (XLY) 7,843 -1,223 $935
     XLY7,843-1,223$935
INTERNATIONAL BUSINESS MACHS COM 6,621 -642 $913
     IBM6,621-642$913
JOHNSON & JOHNSON COM 6,425 +6 $895
     JNJ6,425+6$895
CATERPILLAR INC DEL COM 6,543 +67 $892
     CAT6,543+67$892
WALMART INC COM 7,920 +436 $875
     WMT7,920+436$875
SALESFORCE COM INC COM 5,610 +5,610 $851
     CRM5,610+5,610$851
VANGUARD TOTAL STOCK MARKET INDEX FUND (VTI) 5,594 +1,452 $840
     VTI5,594+1,452$840
ISHARES S&P MID CAP 400 VALUE ETF (IJJ) 5,209 -98 $831
     IJJ5,209-98$831
SPDR NUVEEN BLOOMBERG BARCLAYS MUNICIPAL BOND ETF (TFI) 16,577 +51 $831
     TFI16,577+51$831
BOEING CO COM 2,263 -35 $824
     BA2,263-35$824
DISNEY WALT CO COM DISNEY 5,847 +926 $817
     DIS5,847+926$817
SPDR BLOOMBERG BARCLAYS HIGH YIELD BOND ETF (JNK) 7,348 +7,348 $801
     JNK7,348+7,348$801
VANGUARD GROWTH INDEX FUND (VUG) 4,901 -582 $801
     VUG4,901-582$801
ISHARES MSCI EAFE ETF (EFA) 12,005 +149 $789
     EFA12,005+149$789

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 06/30/2019: $151,280
At 03/31/2019: $145,808

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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