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
926
$24K 0.01%
1,671
+75
927
$24K 0.01%
825
-400
928
$24K 0.01%
2,127
+1,927
929
$24K 0.01%
245
930
$24K 0.01%
700
931
$24K 0.01%
+50
932
$24K 0.01%
275
933
$24K 0.01%
891
934
$24K 0.01%
3,500
-12,050
935
$23K 0.01%
600
936
$23K 0.01%
500
937
$23K 0.01%
550
+350
938
$23K 0.01%
844
+14
939
$23K 0.01%
550
-1,742
940
$23K 0.01%
300
941
$23K 0.01%
395
942
$23K 0.01%
500
943
$23K 0.01%
680
944
$23K 0.01%
2,000
945
$23K 0.01%
400
+100
946
$23K 0.01%
+1,000
947
$22K 0.01%
1,295
+695
948
$22K 0.01%
+648
949
$22K 0.01%
1,636
950
$22K 0.01%
348
36 37
38
39 40