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
576
$69K 0.02%
6,900
+20
577
$69K 0.02%
7,248
+1,710
578
$68K 0.02%
5,318
+3,000
579
$68K 0.02%
815
580
$68K 0.02%
884
581
$67K 0.02%
+8,400
582
$67K 0.02%
+8,008
583
$67K 0.02%
6,700
584
$67K 0.02%
390
585
$67K 0.02%
700
586
$66K 0.02%
11,371
+359
587
$66K 0.02%
3,227
588
$66K 0.02%
1,386
+3
589
$66K 0.02%
1,040
+20
590
$65K 0.02%
925
591
$65K 0.02%
800
592
$65K 0.02%
2,700
-950
593
$64K 0.02%
850
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594
$64K 0.02%
6,240
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595
$64K 0.02%
3,443
+225
596
$64K 0.02%
376
597
$64K 0.02%
1,192
598
$64K 0.02%
670
-250
599
$64K 0.02%
1,465
-300
600
$64K 0.02%
4,190
-450
22 23
24
25 26