Next Financial Group’s LeaderShares AlphaFactor US Core Equity ETF LSAF Stock Holding History

Next Financial Group’s Portfolio LSAF Stock Details LSAF Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2021 Q4	$605K	Buy	+17,296	New	+$588K	0.04%	463

Other funds holding LSAF

RIM

Redwood Investment Management Scottsdale, Arizona $805M AUM 15.01% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

AAS

Avantax Advisory Services Dallas, Texas $18.2B AUM 15.06% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

CFG

Cooper Financial Group Irvine, California $1.21B AUM 28.32% 1-Year Est. Return

PAG

Private Advisor Group Morristown, New Jersey $21.3B AUM 22.13% 1-Year Est. Return

GLA

Good Life Advisors Reading, Pennsylvania $1.6B AUM 15.83% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $38.8B AUM 21.88% 1-Year Est. Return

StoneX Group New York $1.86B AUM 21.3% 1-Year Est. Return

Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return

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

Next Financial Group opened a new position in LeaderShares AlphaFactor US Core Equity ETF (LSAF) in Q4 2021: 17,296 shares worth $605K. The stake represents 0.04% of the portfolio and ranks #463 among its holdings.

15 funds tracked by Wall St. Rank hold LSAF as of Q4 2021.

Next Financial Group held 17,296 shares of LeaderShares AlphaFactor US Core Equity ETF worth $605K as of Q4 2021.
LeaderShares AlphaFactor US Core Equity ETF was a new Next Financial Group position in Q4 2021.
LeaderShares AlphaFactor US Core Equity ETF made up 0.04% of Next Financial Group's portfolio in Q4 2021, its #463 holding.
15 funds tracked by Wall St. Rank held LeaderShares AlphaFactor US Core Equity ETF as of Q4 2021.

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