NFG

Next Financial Group Portfolio holdings

AUM $1.52B
1-Year Est. Return 20.14%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+20.14%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$192M
AUM Growth
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,282
New
Increased
Reduced
Closed

Top Buys

1 +$14.3M
2 +$7.07M
3 +$6.36M
4
XOM icon
Exxon Mobil
XOM
+$6.12M
5
KO icon
Coca-Cola
KO
+$3.96M

Top Sells

No sells this quarter

Sector Composition

1 Technology 13.2%
2 Energy 11.88%
3 Communication Services 10.42%
4 Financials 10.2%
5 Industrials 9.26%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
1126
$1K ﹤0.01%
+6
1127
$1K ﹤0.01%
+9
1128
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+80
1129
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+101
1130
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+7
1131
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1132
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+7
1133
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1134
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1135
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+12
1136
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+20
1137
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1139
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1140
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1141
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1142
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+11
1143
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+24
1144
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+600
1145
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+17
1146
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+37
1147
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+63
1148
$1K ﹤0.01%
+89
1149
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+100
1150
$1K ﹤0.01%
+30