NFG
Next Financial Group Portfolio holdings
AUM
$1.52B
1-Year Est. Return
20.14%
This Fund
S&P 500
1 Year Est. Return
+20.14%
AUM
$1.28B
AUM Growth
+$32.8M
(+2.6%)
Holding
2,880
Top Buys
| 1 | +$3M | |
| 2 | +$2.33M | |
| 3 | +$2.08M | |
| 4 |
Amplify CWP Enhanced Dividend Income ETF
DIVO
|
+$1.67M |
| 5 |
Apple
AAPL
|
+$1.67M |
Top Sells
| 1 | +$2.32M | |
| 2 | +$2.17M | |
| 3 | +$1.94M | |
| 4 |
Global X Robotics & Artificial Intelligence ETF
BOTZ
|
+$1.7M |
| 5 |
Invesco BuyBack Achievers ETF
PKW
|
+$1.51M |
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 | |
|---|---|---|---|---|---|---|
2876
GoHealth
GOCO
$27.7M
| – | – |
-5
|
|
||
2877
Methode Electronics
MEI
$236M
| – | – |
-100
|
|
||
2878
VanEck Long Muni ETF
MLN
$643M
| – | – |
-1,566
|
|
||
2879
Mitsubishi UFJ Financial
MUFG
$193B
| – | – |
-349
|
|
||
2880
Nektar Therapeutics
NKTR
$1.98B
| $0 | ﹤0.01% |
1
-26
|
|