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
$1.25B
AUM Growth
+$123M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
2,777
New
Increased
Reduced
Closed

Top Buys

1
+$2.99M
2
+$2.35M
3
+$2.33M
4
SPYG icon
State Street SPDR Portfolio S&P 500 Growth ETF
SPYG
+$1.82M
5
TIP icon
iShares TIPS Bond ETF
TIP
+$1.79M

Top Sells

1
+$2.74M
2
+$2.23M
3
+$1.58M
4
FNI
First Trust Chindia ETF
FNI
+$1.52M
5
FAN icon
First Trust Global Wind Energy ETF
FAN
+$1.51M

Sector Composition

1 Technology 11.71%
2 Healthcare 5.13%
3 Consumer Discretionary 4.79%
4 Financials 4.62%
5 Industrials 3.94%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1276
$66K 0.01%
5,724
1277
$66K 0.01%
2,178
-52
1278
$66K 0.01%
1,368
+96
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$66K 0.01%
4,211
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$66K 0.01%
6,800
1281
$65K 0.01%
742
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1282
$65K 0.01%
6,328
+179
1283
$65K 0.01%
1,149
-550
1284
$65K 0.01%
+2,537
1285
$65K 0.01%
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1286
$65K 0.01%
1,533
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$64K 0.01%
2,045
1288
$64K 0.01%
+208
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$64K 0.01%
1,673
-47
1290
$64K 0.01%
1,886
-1,587
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$64K 0.01%
7,317
-16,530
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$64K 0.01%
450
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533
1294
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1,733
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1295
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1,199
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$63K 0.01%
3,734
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$63K 0.01%
950
1298
$63K 0.01%
1,385
+559
1299
$62K 0.01%
4,283
+523
1300
$62K 0.01%
2,990
+16
50 51
52
53 54