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
1076
$16K 0.01%
2,026
1077
$16K 0.01%
9,000
+4,000
1078
$16K 0.01%
+407
1079
$16K 0.01%
434
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1080
$16K 0.01%
282
+2
1081
$16K 0.01%
300
1082
$16K 0.01%
16,450
1083
$16K 0.01%
255
1084
$16K 0.01%
834
1085
$16K 0.01%
600
1086
$16K 0.01%
690
1087
$16K 0.01%
200
1088
$16K 0.01%
1,832
1089
$16K 0.01%
200
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1090
$16K 0.01%
400
1091
$16K 0.01%
1,927
1092
$16K 0.01%
680
1093
$16K 0.01%
2,904
1094
$15K ﹤0.01%
150
1095
$15K ﹤0.01%
888
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1096
$15K ﹤0.01%
1,200
1097
$15K ﹤0.01%
763
1098
$15K ﹤0.01%
600
1099
$15K ﹤0.01%
1,440
1100
$15K ﹤0.01%
613
42 43
44
45 46