NFG

Next Financial Group Portfolio holdings

AUM $1.52B
1-Year Est. Return 20.14%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+20.14%
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
+$2.39M
2
+$1.29M
3
+$1.14M
4
FV icon
First Trust Dorsey Wright Focus 5 ETF
FV
+$1.13M
5
THRM icon
Gentherm
THRM
+$1.05M

Top Sells

1
+$2.79M
2
+$2.42M
3
+$1.1M
4
YPRO
AdvisorShares YieldPro ETF
YPRO
+$531K
5
VCSH icon
Vanguard Short-Term Corporate Bond ETF
VCSH
+$503K

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%
882
852
$29K 0.01%
2,956
+1,582
853
$29K 0.01%
600
-50
854
$29K 0.01%
800
855
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856
$29K 0.01%
952
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$29K 0.01%
335
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858
$29K 0.01%
664
859
$28K 0.01%
473
-100
860
$28K 0.01%
450
861
$28K 0.01%
712
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862
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+1,855
863
$28K 0.01%
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864
$28K 0.01%
550
865
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866
$28K 0.01%
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867
$28K 0.01%
800
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869
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$28K 0.01%
705
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$27K 0.01%
641
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$27K 0.01%
351
874
$27K 0.01%
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875
$27K 0.01%
1,310
33 34
35
36 37