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
526
$80K 0.03%
580
+200
527
$80K 0.03%
1,920
+181
528
$80K 0.03%
2,175
529
$79K 0.03%
63
+15
530
$79K 0.03%
2,960
-500
531
$79K 0.03%
1,220
532
$79K 0.03%
2,400
533
$78K 0.03%
1,030
+416
534
$78K 0.03%
1,175
+140
535
$78K 0.03%
838
-837
536
$78K 0.03%
1,656
+924
537
$78K 0.03%
1,455
538
$78K 0.03%
582
+482
539
$78K 0.03%
1,041
540
$78K 0.03%
4,819
-898
541
$77K 0.02%
5,985
-1,400
542
$77K 0.02%
2,325
543
$77K 0.02%
2,040
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544
$77K 0.02%
3,500
545
$77K 0.02%
517
-390
546
$77K 0.02%
1,710
+355
547
$76K 0.02%
5,525
-200
548
$76K 0.02%
5,710
549
$76K 0.02%
1,107
+85
550
$76K 0.02%
750
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