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
$315M
AUM Growth
+$31.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,988
New
Increased
Reduced
Closed

Top Buys

1
+$1.4M
2
+$1.28M
3
+$1.02M
4
AAPL icon
Apple
AAPL
+$996K
5
T icon
AT&T
T
+$973K

Top Sells

1
+$1.52M
2
+$363K
3
+$323K
4
FCX icon
Freeport-McMoran
FCX
+$265K
5
ACG
AllianceBernstein Income Fund Inc
ACG
+$256K

Sector Composition

1 Communication Services 8.9%
2 Healthcare 8.75%
3 Consumer Staples 6.98%
4 Technology 6.53%
5 Financials 6.42%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1226
$9K ﹤0.01%
800
+400
1227
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500
1228
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1229
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-1,000
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-50
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+1,453
1238
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700
1239
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400
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+300
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+360
1244
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640
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1246
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400
1247
$9K ﹤0.01%
200
1248
$9K ﹤0.01%
200
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1249
$9K ﹤0.01%
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1250
$9K ﹤0.01%
200
-600
48 49
50
51 52