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
1276
$3K ﹤0.01%
+205
1277
$3K ﹤0.01%
+430
1278
$3K ﹤0.01%
+11
1279
$3K ﹤0.01%
+17
1280
$3K ﹤0.01%
+450
1281
$3K ﹤0.01%
+56
1282
$3K ﹤0.01%
+100
1283
$3K ﹤0.01%
+414
1284
$3K ﹤0.01%
+500
1285
$3K ﹤0.01%
+100
1286
$3K ﹤0.01%
+300
1287
$3K ﹤0.01%
+540
1288
$3K ﹤0.01%
+283
1289
$2K ﹤0.01%
+16
1290
$2K ﹤0.01%
+30
1291
$2K ﹤0.01%
+45
1292
$2K ﹤0.01%
+49
1293
$2K ﹤0.01%
+28
1294
$2K ﹤0.01%
+15
1295
$2K ﹤0.01%
+914
1296
$2K ﹤0.01%
+22
1297
$2K ﹤0.01%
+10
1298
$2K ﹤0.01%
+7
1299
$2K ﹤0.01%
+98
1300
$2K ﹤0.01%
+400
50 51
52
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