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
851
$29K 0.01%
2,956
+1,582
852
$29K 0.01%
800
853
$29K 0.01%
+2,400
854
$29K 0.01%
952
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855
$29K 0.01%
335
+235
856
$29K 0.01%
561
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857
$29K 0.01%
664
858
$29K 0.01%
600
-50
859
$28K 0.01%
473
-100
860
$28K 0.01%
450
861
$28K 0.01%
712
-100
862
$28K 0.01%
+1,855
863
$28K 0.01%
500
864
$28K 0.01%
2,850
+1,900
865
$28K 0.01%
550
866
$28K 0.01%
2,007
867
$28K 0.01%
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868
$28K 0.01%
800
869
$28K 0.01%
2,089
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$28K 0.01%
1,831
871
$28K 0.01%
705
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872
$27K 0.01%
641
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873
$27K 0.01%
750
874
$27K 0.01%
561
875
$27K 0.01%
351
33 34
35
36 37