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
1026
$9K ﹤0.01%
+80
1027
$9K ﹤0.01%
+168
1028
$9K ﹤0.01%
+326
1029
$9K ﹤0.01%
+500
1030
$9K ﹤0.01%
+60
1031
$8K ﹤0.01%
+250
1032
$8K ﹤0.01%
+130
1033
$8K ﹤0.01%
+900
1034
$8K ﹤0.01%
+65
1035
$8K ﹤0.01%
+687
1036
$8K ﹤0.01%
+700
1037
$8K ﹤0.01%
+138
1038
$8K ﹤0.01%
+87
1039
$8K ﹤0.01%
+110
1040
$8K ﹤0.01%
+400
1041
$8K ﹤0.01%
+60
1042
$8K ﹤0.01%
+165
1043
$8K ﹤0.01%
+159
1044
$8K ﹤0.01%
+275
1045
$8K ﹤0.01%
+250
1046
$8K ﹤0.01%
+25
1047
$8K ﹤0.01%
+76
1048
$8K ﹤0.01%
+1,000
1049
$8K ﹤0.01%
+700
1050
$8K ﹤0.01%
+115