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
$216M
AUM Growth
-$44.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,573
New
Increased
Reduced
Closed

Top Buys

1
+$1.28M
2
+$773K
3
+$676K
4
UNP icon
Union Pacific
UNP
+$663K
5
NTSX icon
WisdomTree US Efficient Core Fund
NTSX
+$481K

Top Sells

1
+$14.5M
2
+$12.4M
3
+$3.75M
4
VXUS icon
Vanguard Total International Stock ETF
VXUS
+$3.36M
5
AAPL icon
Apple
AAPL
+$2.43M

Sector Composition

1 Financials 13.71%
2 Technology 12.68%
3 Communication Services 8.3%
4 Consumer Discretionary 8.06%
5 Industrials 6.53%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
976
$11K 0.01%
+1,107
977
$10K ﹤0.01%
+69
978
$10K ﹤0.01%
+101
979
$10K ﹤0.01%
+750
980
$10K ﹤0.01%
+74
981
$10K ﹤0.01%
+401
982
$10K ﹤0.01%
+175
983
$10K ﹤0.01%
+325
984
$10K ﹤0.01%
+335
985
$10K ﹤0.01%
+515
986
$10K ﹤0.01%
+100
987
$10K ﹤0.01%
+271
988
$10K ﹤0.01%
+300
989
$10K ﹤0.01%
+76
990
$10K ﹤0.01%
+93
991
$10K ﹤0.01%
+154
992
$10K ﹤0.01%
+870
993
$10K ﹤0.01%
+506
994
$10K ﹤0.01%
+445
995
$10K ﹤0.01%
+1,000
996
$10K ﹤0.01%
+100
997
$10K ﹤0.01%
+403
998
$10K ﹤0.01%
+300
999
$10K ﹤0.01%
+325
1000
$10K ﹤0.01%
+290
38 39
40
41 42