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
$192M
AUM Growth
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,282
New
Increased
Reduced
Closed

Top Buys

1 +$14.3M
2 +$7.07M
3 +$6.36M
4
XOM icon
Exxon Mobil
XOM
+$6.12M
5
KO icon
Coca-Cola
KO
+$3.96M

Top Sells

No sells this quarter

Sector Composition

1 Technology 13.2%
2 Energy 11.88%
3 Communication Services 10.42%
4 Financials 10.2%
5 Industrials 9.26%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
876
$6K ﹤0.01%
+210
877
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+200
878
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+119
879
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+450
880
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881
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882
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883
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884
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+558
885
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886
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887
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888
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889
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890
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891
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892
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893
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895
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896
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897
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898
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899
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+250
900
$6K ﹤0.01%
+182