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
501
$89K 0.03%
1,497
+305
502
$88K 0.03%
2,296
+116
503
$88K 0.03%
1,775
+200
504
$87K 0.03%
3,750
-46
505
$87K 0.03%
5,400
506
$87K 0.03%
1,275
-26
507
$87K 0.03%
2,090
-1,400
508
$87K 0.03%
876
509
$86K 0.03%
1,440
-254
510
$86K 0.03%
1,450
511
$86K 0.03%
1,870
512
$86K 0.03%
2,820
-350
513
$84K 0.03%
838
-30
514
$84K 0.03%
3,071
515
$84K 0.03%
2,325
+415
516
$83K 0.03%
894
+80
517
$83K 0.03%
1,675
+380
518
$83K 0.03%
2,008
+1,808
519
$82K 0.03%
2,200
520
$81K 0.03%
2,500
521
$81K 0.03%
5,729
522
$81K 0.03%
1,869
+984
523
$80K 0.03%
3,397
-1,300
524
$80K 0.03%
4,735
+3,125
525
$80K 0.03%
1,865
19 20
21
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