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
$234M
AUM Growth
-$125M
(-35%)
Holding
1,802
Top Buys
| 1 | +$854K | |
| 2 | +$841K | |
| 3 | +$423K | |
| 4 |
iShares Core S&P Total US Stock Market ETF
ITOT
|
+$393K |
| 5 |
Invesco S&P 500 Top 50 ETF
XLG
|
+$292K |
Top Sells
| 1 | +$4.18M | |
| 2 | +$3.36M | |
| 3 | +$2.66M | |
| 4 |
Berkshire Hathaway Class B
BRK.B
|
+$2.44M |
| 5 |
iShares US Regional Banks ETF
IAT
|
+$2.18M |
Sector Composition
| 1 | Financials | 10.44% |
| 2 | Technology | 10.08% |
| 3 | Communication Services | 9.81% |
| 4 | Consumer Discretionary | 7.01% |
| 5 | Consumer Staples | 6.06% |