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
1326
$8K ﹤0.01%
344
1327
$8K ﹤0.01%
1,000
-1,000
1328
$8K ﹤0.01%
254
1329
$8K ﹤0.01%
716
-960
1330
$8K ﹤0.01%
616
-2,860
1331
$8K ﹤0.01%
453
1332
$8K ﹤0.01%
1,746
-1,200
1333
$8K ﹤0.01%
760
1334
$8K ﹤0.01%
406
1335
$8K ﹤0.01%
227
+1
1336
$8K ﹤0.01%
200
1337
$8K ﹤0.01%
800
-100
1338
$8K ﹤0.01%
128
1339
$8K ﹤0.01%
764
+264
1340
$8K ﹤0.01%
450
-466
1341
$8K ﹤0.01%
45
1342
$8K ﹤0.01%
182
-70
1343
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190
1344
$8K ﹤0.01%
220
1345
$8K ﹤0.01%
500
1346
$8K ﹤0.01%
1,500
1347
$8K ﹤0.01%
300
1348
$8K ﹤0.01%
445
1349
$8K ﹤0.01%
200
-290
1350
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0
52 53
54
55 56