NFG

Next Financial Group Portfolio holdings

AUM $1.52B
1-Year Est. Return 20.14%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+20.14%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$1.28B
AUM Growth
+$32.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
2,880
New
Increased
Reduced
Closed

Top Buys

1 +$3M
2 +$2.33M
3 +$2.08M
4
DIVO icon
Amplify CWP Enhanced Dividend Income ETF
DIVO
+$1.67M
5
AAPL icon
Apple
AAPL
+$1.67M

Sector Composition

1 Technology 12.23%
2 Healthcare 4.95%
3 Consumer Discretionary 4.95%
4 Financials 4.86%
5 Communication Services 3.79%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
CVLT icon
2576
Commault Systems
CVLT
$3.78B
$1K ﹤0.01%
19
CW icon
2577
Curtiss-Wright
CW
$26B
$1K ﹤0.01%
+8
CYBR
2578
DELISTED
CyberArk
CYBR
$1K ﹤0.01%
+7
ETWO
2579
DELISTED
E2open Parent Holdings
ETWO
$1K ﹤0.01%
89
EVRG icon
2580
Evergy
EVRG
$19.1B
$1K ﹤0.01%
+21
EVTC icon
2581
Evertec
EVTC
$1.75B
$1K ﹤0.01%
+12
EWZ icon
2582
iShares MSCI Brazil ETF
EWZ
$9.25B
$1K ﹤0.01%
25
FRI icon
2583
First Trust S&P REIT Index Fund
FRI
$166M
$1K ﹤0.01%
49
LECO icon
2584
Lincoln Electric
LECO
$14.6B
$1K ﹤0.01%
7
POR icon
2585
Portland General Electric
POR
$6.11B
$1K ﹤0.01%
19
PTN
2586
Palatin Technologies
PTN
$40.7M
$1K ﹤0.01%
1
-1
PRGS icon
2587
Progress Software
PRGS
$1.64B
$1K ﹤0.01%
18
PRO
2588
DELISTED
PROS Holdings
PRO
$1K ﹤0.01%
30
-33
SMCI icon
2589
Super Micro Computer
SMCI
$19.2B
$1K ﹤0.01%
390
SNN icon
2590
Smith & Nephew
SNN
$14.5B
$1K ﹤0.01%
41
SPB icon
2591
Spectrum Brands
SPB
$1.77B
$1K ﹤0.01%
11
-109
SR icon
2592
Spire
SR
$5.43B
$1K ﹤0.01%
+9
SSB icon
2593
SouthState Bank Corp
SSB
$9.21B
$1K ﹤0.01%
11
WTW icon
2594
Willis Towers Watson
WTW
$27.9B
$1K ﹤0.01%
+3
YELP icon
2595
Yelp
YELP
$1.44B
$1K ﹤0.01%
22
YUMC icon
2596
Yum China
YUMC
$18.8B
$1K ﹤0.01%
+20
BCOV
2597
DELISTED
Brightcove, Inc.
BCOV
$1K ﹤0.01%
78
IBDP
2598
DELISTED
iShares iBonds Dec 2024 Term Corporate ETF
IBDP
$1K ﹤0.01%
55
CSOD
2599
DELISTED
Cornerstone OnDemand, Inc.
CSOD
$1K ﹤0.01%
18
-11
IBTX
2600
DELISTED
Independent Bank Group, Inc.
IBTX
$1K ﹤0.01%
14