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
1226
$10K ﹤0.01%
200
1227
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100
1228
$10K ﹤0.01%
+725
1229
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570
1230
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455
1231
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120
+100
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125
1233
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712
1234
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+200
1235
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768
1236
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160
+100
1237
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+400
1238
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+1,000
1239
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+100
1240
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300
1241
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423
1242
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1243
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1244
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100
1245
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500
1246
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440
1247
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200
1248
$10K ﹤0.01%
446
1249
$10K ﹤0.01%
592
+300
1250
$10K ﹤0.01%
96
-70
48 49
50
51 52