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
$216M
AUM Growth
-$44.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,573
New
Increased
Reduced
Closed

Top Buys

1
+$1.28M
2
+$773K
3
+$676K
4
UNP icon
Union Pacific
UNP
+$663K
5
NTSX icon
WisdomTree US Efficient Core Fund
NTSX
+$481K

Top Sells

1
+$14.5M
2
+$12.4M
3
+$3.75M
4
VXUS icon
Vanguard Total International Stock ETF
VXUS
+$3.36M
5
AAPL icon
Apple
AAPL
+$2.43M

Sector Composition

1 Financials 13.71%
2 Technology 12.68%
3 Communication Services 8.3%
4 Consumer Discretionary 8.06%
5 Industrials 6.53%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
476
$65K 0.03%
+1,320
477
$65K 0.03%
+150
478
$65K 0.03%
+1,500
479
$65K 0.03%
+1,685
480
$64K 0.03%
+1,000
481
$64K 0.03%
+340
482
$64K 0.03%
+691
483
$64K 0.03%
+575
484
$63K 0.03%
+940
485
$63K 0.03%
347
-2,919
486
$62K 0.03%
+1,800
487
$62K 0.03%
+5,304
488
$62K 0.03%
749
-2,593
489
$62K 0.03%
+544
490
$62K 0.03%
2,418
491
$62K 0.03%
+550
492
$62K 0.03%
+1,827
493
$61K 0.03%
+1,494
494
$61K 0.03%
+296
495
$61K 0.03%
+3,050
496
$61K 0.03%
+879
497
$61K 0.03%
+227
498
$60K 0.03%
592
-2,116
499
$59K 0.03%
+2,022
500
$59K 0.03%
+2,533
18 19
20
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