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
1176
$12K ﹤0.01%
+508
1177
$12K ﹤0.01%
500
1178
$12K ﹤0.01%
131
1179
$12K ﹤0.01%
2,000
1180
$12K ﹤0.01%
900
1181
$12K ﹤0.01%
103
1182
$12K ﹤0.01%
724
-4,058
1183
$12K ﹤0.01%
1,577
1184
$12K ﹤0.01%
1,141
-1,412
1185
$12K ﹤0.01%
620
1186
$12K ﹤0.01%
191
+100
1187
$12K ﹤0.01%
+1,523
1188
$12K ﹤0.01%
1,200
1189
$11K ﹤0.01%
920
1190
$11K ﹤0.01%
1,500
1191
$11K ﹤0.01%
1,790
1192
$11K ﹤0.01%
220
+204
1193
$11K ﹤0.01%
450
1194
$11K ﹤0.01%
+567
1195
$11K ﹤0.01%
300
1196
$11K ﹤0.01%
280
1197
$11K ﹤0.01%
200
1198
$11K ﹤0.01%
500
1199
$11K ﹤0.01%
250
1200
$11K ﹤0.01%
266
46 47
48
49 50