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
$312M
AUM Growth
+$10.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
2,110
New
Increased
Reduced
Closed

Top Buys

1
+$2.39M
2
+$1.29M
3
+$1.14M
4
FV icon
First Trust Dorsey Wright Focus 5 ETF
FV
+$1.13M
5
THRM icon
Gentherm
THRM
+$1.05M

Top Sells

1
+$2.79M
2
+$2.42M
3
+$1.1M
4
YPRO
AdvisorShares YieldPro ETF
YPRO
+$531K
5
VCSH icon
Vanguard Short-Term Corporate Bond ETF
VCSH
+$503K

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
1326
$8K ﹤0.01%
253
1327
$8K ﹤0.01%
1,472
1328
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1329
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1330
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1331
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716
-960
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616
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1334
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453
1335
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1,746
-1,200
1336
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1337
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406
1338
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227
+1
1339
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1340
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1341
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1342
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1343
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1,500
1344
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1345
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1346
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52
1347
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200
1348
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518
-605
1349
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50
1350
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206
52 53
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55 56