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
1026
$18K 0.01%
199
+142
1027
$18K 0.01%
210
-310
1028
$18K 0.01%
104
+14
1029
$18K 0.01%
245
1030
$18K 0.01%
1,209
1031
$18K 0.01%
900
1032
$18K 0.01%
1,000
+100
1033
$18K 0.01%
600
-2,160
1034
$18K 0.01%
518
1035
$18K 0.01%
864
-5
1036
$18K 0.01%
916
+152
1037
$18K 0.01%
778
1038
$18K 0.01%
828
-650
1039
$18K 0.01%
1,564
1040
$18K 0.01%
+430
1041
$18K 0.01%
1,550
1042
$17K 0.01%
+3,500
1043
$17K 0.01%
250
1044
$17K 0.01%
495
-580
1045
$17K 0.01%
1,050
-600
1046
$17K 0.01%
318
+118
1047
$17K 0.01%
709
-1,055
1048
$17K 0.01%
313
1049
$17K 0.01%
300
1050
$17K 0.01%
+600
40 41
42
43 44