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 7.91%
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
426
$117K 0.04%
1,789
+38
427
$117K 0.04%
1,278
+217
428
$116K 0.04%
4,235
+300
429
$116K 0.04%
2,386
+480
430
$115K 0.04%
2,512
431
$114K 0.04%
2,282
-468
432
$112K 0.04%
2,688
+300
433
$112K 0.04%
973
+20
434
$111K 0.04%
12,000
+500
435
$111K 0.04%
2,587
+705
436
$111K 0.04%
2,450
437
$110K 0.04%
2,033
438
$110K 0.04%
4,000
+2,000
439
$109K 0.04%
783
+82
440
$109K 0.04%
6,800
+400
441
$109K 0.04%
2,310
+1
442
$109K 0.04%
1,887
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443
$108K 0.03%
1,390
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444
$108K 0.03%
3,378
+1,423
445
$108K 0.03%
4,528
-350
446
$107K 0.03%
4,445
447
$107K 0.03%
+3,300
448
$106K 0.03%
771
+50
449
$106K 0.03%
3,068
-388
450
$106K 0.03%
700
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