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
1351
$8K ﹤0.01%
1,134
1352
$8K ﹤0.01%
160
-778
1353
$8K ﹤0.01%
+900
1354
$8K ﹤0.01%
1,472
1355
$8K ﹤0.01%
200
1356
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160
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96
-179
1358
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50
1359
$7K ﹤0.01%
800
1360
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275
+75
1361
$7K ﹤0.01%
188
1362
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100
1363
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30
1364
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110
1365
$7K ﹤0.01%
203
-4
1366
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365
1367
$7K ﹤0.01%
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1368
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+250
1369
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1,000
1370
$7K ﹤0.01%
80
1371
$7K ﹤0.01%
+348
1372
$7K ﹤0.01%
102
-200
1373
$7K ﹤0.01%
+300
1374
$7K ﹤0.01%
175
1375
$7K ﹤0.01%
250
53 54
55
56 57