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
1126
$6K ﹤0.01%
+1,000
1127
$6K ﹤0.01%
+400
1128
$6K ﹤0.01%
+100
1129
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+500
1130
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+195
1131
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+225
1132
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+121
1133
$6K ﹤0.01%
+731
1134
$6K ﹤0.01%
+155
1135
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+150
1136
$6K ﹤0.01%
+105
1137
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+112
1138
$6K ﹤0.01%
+100
1139
$6K ﹤0.01%
+100
1140
$6K ﹤0.01%
+110
1141
$6K ﹤0.01%
+163
1142
$6K ﹤0.01%
+383
1143
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+185
1144
$6K ﹤0.01%
+738
1145
$6K ﹤0.01%
+100
1146
$6K ﹤0.01%
+200
1147
$6K ﹤0.01%
+200
1148
$6K ﹤0.01%
+100
1149
$5K ﹤0.01%
+25
1150
$5K ﹤0.01%
+33