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
751
$39K 0.01%
2,581
752
$38K 0.01%
4,403
-42,596
753
$38K 0.01%
558
-250
754
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1,356
755
$38K 0.01%
670
756
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825
-7,668
757
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908
-2
758
$38K 0.01%
2,135
-1,329
759
$37K 0.01%
1,274
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760
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761
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761
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616
762
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678
763
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765
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1,627
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766
$37K 0.01%
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767
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$36K 0.01%
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$36K 0.01%
840
775
$36K 0.01%
2,070
+1,600
29 30
31
32 33