Next Financial Group
SECT icon

Next Financial Group’s Main Sector Rotation ETF SECT Stock Holding History

Next Financial Group’s Portfolio SECT Stock Details SECT Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2021
Q4 		$3.07M Buy
68,397
+49,444
+261% +$2.15M 0.2% 102
2021
Q3 		$771K Buy
18,953
+1,938
+11% +$80.5K 0.06% 338
2021
Q2 		$701K Sell
17,015
-997
-6% -$39.9K 0.06% 356
2021
Q1 		$689K Buy
18,012
+306
+2% +$11.4K 0.06% 321
2020
Q4 		$621K Buy
17,706
+1,023
+6% +$33.7K 0.06% 312
2020
Q3 		$518K Buy
16,683
+579
+4% +$17.6K 0.06% 324
2020
Q2 		$456K Buy
16,104
+921
+6% +$24.6K 0.05% 317
2020
Q1 		$369K Buy
15,183
+4,699
+45% +$135K 0.05% 350
2019
Q4 		$324K Buy
10,484
+4,230
+68% +$127K 0.03% 499
2019
Q3 		$182K Buy
6,254
+2,649
+73% +$76.5K 0.02% 711
2019
Q2 		$104K Buy
3,605
+3,305
+1,102% +$93.4K 0.01% 902
2019
Q1 		$8K Sell
300
-2,195
-88% -$58.7K ﹤0.01% 1167
2018
Q4 		$61K Buy
2,495
+2,195
+732% +$58.3K 0.01% 750
2018
Q3 		$9K Buy
+300
New +$8.66K ﹤0.01% 1017

Other funds holding SECT

Orion Portfolio Solutions
Orion Portfolio Solutions Omaha, Nebraska $10.2B AUM 6.73% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return
WP
WealthPLAN Partners Omaha, Nebraska $544M AUM 17.34% 1-Year Est. Return
MA
Mutual Advisors Omaha, Nebraska $5.31B AUM 25.12% 1-Year Est. Return
Avestar Capital
Avestar Capital New York $1.79B AUM 33.8% 1-Year Est. Return
Main Management
Main Management San Francisco, California $1.49B AUM 22.28% 1-Year Est. Return
Belpointe Asset Management
Belpointe Asset Management Reno, Nevada $3.06B AUM 23.82% 1-Year Est. Return
MSA
McAlister Sweet & Associates Houston, Texas $158M AUM 19.09% 1-Year Est. Return
SI
SimpliFi Inc San Diego, California $253M AUM 11.51% 1-Year Est. Return

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

Next Financial Group increased its Main Sector Rotation ETF (SECT) stake by 261% in Q4 2021, buying an estimated $2.15M and bringing the position to 68,397 shares worth $3.07M. The position accounts for 0.2% of the portfolio, ranked #102.

Next Financial Group first reported a position in SECT in Q3 2018 and has held it in 14 quarters since. 42 funds tracked by Wall St. Rank hold SECT as of Q4 2021.

  • Next Financial Group held 68,397 shares of Main Sector Rotation ETF worth $3.07M as of Q4 2021.
  • Next Financial Group bought 49,444 Main Sector Rotation ETF shares in Q4 2021, an estimated $2.15M.
  • Main Sector Rotation ETF made up 0.2% of Next Financial Group's portfolio in Q4 2021, its #102 holding.
  • Next Financial Group first reported a position in Main Sector Rotation ETF in Q3 2018 and has held it in 14 quarters since.
  • 42 funds tracked by Wall St. Rank held Main Sector Rotation ETF as of Q4 2021.

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