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
676
$48K 0.02%
5,090
+3,913
677
$48K 0.02%
1,465
678
$48K 0.02%
1,500
-1,125
679
$48K 0.02%
1,400
680
$47K 0.02%
960
681
$47K 0.02%
966
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682
$47K 0.02%
338
683
$47K 0.02%
3,206
684
$47K 0.02%
847
685
$47K 0.02%
387
686
$47K 0.02%
642
687
$47K 0.02%
1,115
688
$47K 0.02%
1,944
-512
689
$46K 0.01%
2,151
-1,102
690
$46K 0.01%
1,400
691
$46K 0.01%
40
+12
692
$46K 0.01%
1,200
693
$46K 0.01%
203
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694
$46K 0.01%
257
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695
$46K 0.01%
1,375
696
$46K 0.01%
600
697
$46K 0.01%
2,750
-200
698
$45K 0.01%
10,256
699
$45K 0.01%
1,218
+918
700
$45K 0.01%
900
26 27
28
29 30