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
651
$51K 0.02%
3,410
+2,040
652
$51K 0.02%
+4,314
653
$51K 0.02%
575
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$51K 0.02%
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-200
655
$51K 0.02%
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-153
656
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2,282
-200
657
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1,103
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658
$50K 0.02%
296
659
$50K 0.02%
450
-150
660
$50K 0.02%
1,875
661
$49K 0.02%
1,650
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662
$49K 0.02%
3,687
663
$49K 0.02%
659
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664
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665
$49K 0.02%
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666
$49K 0.02%
966
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667
$49K 0.02%
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668
$49K 0.02%
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$49K 0.02%
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670
$49K 0.02%
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671
$49K 0.02%
3,700
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672
$48K 0.02%
786
673
$48K 0.02%
1,050
-100
674
$48K 0.02%
647
675
$48K 0.02%
600
+500
25 26
27
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