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
1151
$1K ﹤0.01%
+21
1152
$1K ﹤0.01%
+30
1153
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+36
1154
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+51
1155
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+81
1156
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+24
1157
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+27
1158
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+16
1159
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+12
1160
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+8
1161
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+6
1162
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+42
1163
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+42
1164
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+7
1165
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+300
1166
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+248
1167
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+22
1168
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+9
1169
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+20
1170
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+25
1171
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+7
1172
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+16
1173
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+40
1174
$1K ﹤0.01%
+100
1175
$1K ﹤0.01%
+2,000