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
826
$31K 0.01%
596
827
$31K 0.01%
1,164
828
$31K 0.01%
2,465
829
$31K 0.01%
+1,079
830
$31K 0.01%
2,722
+144
831
$31K 0.01%
274
+74
832
$31K 0.01%
43,000
+30,000
833
$31K 0.01%
600
834
$31K 0.01%
626
-38
835
$31K 0.01%
490
836
$31K 0.01%
2,631
837
$30K 0.01%
970
-169
838
$30K 0.01%
500
839
$30K 0.01%
3,400
-1,500
840
$30K 0.01%
1,265
-235
841
$30K 0.01%
915
+26
842
$30K 0.01%
844
-9,404
843
$30K 0.01%
1,638
+1,000
844
$30K 0.01%
+3,720
845
$30K 0.01%
500
846
$30K 0.01%
2,000
847
$30K 0.01%
860
+60
848
$30K 0.01%
1,350
849
$30K 0.01%
590
-340
850
$29K 0.01%
882
32 33
34
35 36