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
$312M
AUM Growth
+$10.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
2,110
New
Increased
Reduced
Closed

Top Buys

1
+$3.17M
2
+$1.32M
3
+$1.25M
4
UVE icon
Universal Insurance Holdings
UVE
+$1.24M
5
FV icon
First Trust Dorsey Wright Focus 5 ETF
FV
+$1.17M

Top Sells

1
+$2.68M
2
+$2.32M
3
+$1.1M
4
YPRO
AdvisorShares YieldPro ETF
YPRO
+$517K
5
VCSH icon
Vanguard Short-Term Corporate Bond ETF
VCSH
+$504K

Sector Composition

1 Healthcare 8.85%
2 Technology 7.92%
3 Consumer Discretionary 7.58%
4 Industrials 6.66%
5 Financials 6.47%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
401
$131K 0.04%
4,030
-872
402
$130K 0.04%
4,483
-125
403
$130K 0.04%
4,614
+4,000
404
$129K 0.04%
2,305
405
$128K 0.04%
4,569
+1,095
406
$128K 0.04%
3,356
+144
407
$128K 0.04%
7,920
-1,448
408
$127K 0.04%
4,483
409
$127K 0.04%
825
410
$127K 0.04%
13,412
+600
411
$125K 0.04%
3,480
412
$125K 0.04%
4,891
+1,431
413
$124K 0.04%
+9,646
414
$124K 0.04%
+9,701
415
$123K 0.04%
2,253
+261
416
$123K 0.04%
292
-57
417
$123K 0.04%
1,904
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418
$122K 0.04%
5,016
+2,550
419
$121K 0.04%
1,611
+200
420
$121K 0.04%
2,957
+445
421
$121K 0.04%
614
+91
422
$120K 0.04%
794
+30
423
$120K 0.04%
2,766
424
$118K 0.04%
9,310
-1,000
425
$118K 0.04%
154
+7
15 16
17
18 19