NFG

Next Financial Group Portfolio holdings

AUM $1.52B
1-Year Est. Return 20.13%
This Quarter Est. Return
1 Year Est. Return
+20.13%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$1.13B
AUM Growth
+$82M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
2,705
New
Increased
Reduced
Closed

Top Buys

1 +$3.07M
2 +$2.8M
3 +$2.63M
4
BND icon
Vanguard Total Bond Market
BND
+$2.17M
5
IVV icon
iShares Core S&P 500 ETF
IVV
+$2.08M

Top Sells

1 +$3.64M
2 +$2.13M
3 +$1.65M
4
VONE icon
Vanguard Russell 1000 ETF
VONE
+$1.55M
5
FINX icon
Global X FinTech ETF
FINX
+$1.45M

Sector Composition

1 Technology 11.36%
2 Consumer Discretionary 4.92%
3 Healthcare 4.45%
4 Financials 4.39%
5 Industrials 4.02%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
2476
$1K ﹤0.01%
+27
2477
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+26
2478
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45
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7
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2484
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2485
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2486
0
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8
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2490
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2491
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3
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2494
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2495
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+27
2497
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12
-107
2498
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2499
$1K ﹤0.01%
+3
2500
$1K ﹤0.01%
59