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Next Financial Group’s iShares US Infrastructure ETF IFRA Stock Holding History

Next Financial Group’s Portfolio IFRA Stock Details IFRA Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2021
Q4 		$23K Buy
609
+145
+31% +$5.32K ﹤0.01% 1825
2021
Q3 		$16K Buy
464
+139
+43% +$4.95K ﹤0.01% 1875
2021
Q2 		$11K Hold
325
– – ﹤0.01% 1955
2021
Q1 		$11K Buy
+325
New +$10.5K ﹤0.01% 1854

Other funds holding IFRA

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
PAMS
Pictet Asset Management (Switzerland) Geneva 73, Switzerland $84.3B AUM 26.5% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
CAN
Cetera Advisor Networks El Segundo, California $20.2B AUM 22.31% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return
MFS
Mirabella Financial Services London, United Kingdom $1.06B AUM 19.83% 1-Year Est. Return
AWMS
Advocacy Wealth Management Services Atlanta, Georgia $2.26B AUM 13.25% 1-Year Est. Return

Next Financial Group's IFRA Position: Q4 2021 in Review

Next Financial Group increased its iShares US Infrastructure ETF (IFRA) stake by 31% in Q4 2021, buying an estimated $5.32K and bringing the position to 609 shares worth $23K. The position accounts for ﹤0.01% of the portfolio, ranked #1825.

Next Financial Group first reported a position in IFRA in Q1 2021 and has held it in 4 quarters since. 143 funds tracked by Wall St. Rank hold IFRA as of Q4 2021.

  • Next Financial Group held 609 shares of iShares US Infrastructure ETF worth $23K as of Q4 2021.
  • Next Financial Group bought 145 iShares US Infrastructure ETF shares in Q4 2021, an estimated $5.32K.
  • iShares US Infrastructure ETF made up ﹤0.01% of Next Financial Group's portfolio in Q4 2021, its #1825 holding.
  • Next Financial Group first reported a position in iShares US Infrastructure ETF in Q1 2021 and has held it in 4 quarters since.
  • 143 funds tracked by Wall St. Rank held iShares US Infrastructure ETF as of Q4 2021.

Based on Next Financial Group's 13F filing for Q4 2021, filed 15 Feb 2022.