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
1151
$5K ﹤0.01%
+210
1152
$5K ﹤0.01%
+392
1153
$5K ﹤0.01%
+80
1154
$5K ﹤0.01%
+250
1155
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+31
1156
$5K ﹤0.01%
+44
1157
$5K ﹤0.01%
+100
1158
$5K ﹤0.01%
+83
1159
$5K ﹤0.01%
+100
1160
$5K ﹤0.01%
+50
1161
$5K ﹤0.01%
+1,900
1162
$5K ﹤0.01%
+100
1163
$5K ﹤0.01%
+100
1164
$5K ﹤0.01%
+595
1165
$5K ﹤0.01%
+100
1166
$5K ﹤0.01%
+150
1167
$5K ﹤0.01%
+300
1168
$5K ﹤0.01%
+1,000
1169
$5K ﹤0.01%
+927
1170
$5K ﹤0.01%
+385
1171
$5K ﹤0.01%
+225
1172
$5K ﹤0.01%
+150
1173
$5K ﹤0.01%
+111
1174
$5K ﹤0.01%
+110
1175
$5K ﹤0.01%
+194