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
901
$26K 0.01%
388
902
$25K 0.01%
500
903
$25K 0.01%
400
904
$25K 0.01%
945
905
$25K 0.01%
900
+700
906
$25K 0.01%
1,260
+981
907
$25K 0.01%
356
+106
908
$25K 0.01%
247
+155
909
$25K 0.01%
1,865
-883
910
$25K 0.01%
4,200
-8,050
911
$25K 0.01%
676
-650
912
$25K 0.01%
+520
913
$25K 0.01%
2,350
914
$25K 0.01%
1,065
-1,207
915
$25K 0.01%
1,700
+100
916
$24K 0.01%
550
+250
917
$24K 0.01%
15
918
$24K 0.01%
200
+50
919
$24K 0.01%
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920
$24K 0.01%
300
921
$24K 0.01%
497
922
$24K 0.01%
735
923
$24K 0.01%
432
+135
924
$24K 0.01%
2,524
925
$24K 0.01%
460
35 36
37
38 39