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
1351
$56K ﹤0.01%
3,574
-63
1352
$55K ﹤0.01%
5,882
-160
1353
$55K ﹤0.01%
1,955
+936
1354
$55K ﹤0.01%
1,596
+70
1355
$55K ﹤0.01%
221
+3
1356
$55K ﹤0.01%
563
+2
1357
$55K ﹤0.01%
710
+10
1358
$55K ﹤0.01%
1,063
-74
1359
$55K ﹤0.01%
2,494
1360
$55K ﹤0.01%
1,652
1361
$54K ﹤0.01%
2,000
1362
$54K ﹤0.01%
1,822
+8
1363
$54K ﹤0.01%
2,127
1364
$54K ﹤0.01%
4,002
+838
1365
$53K ﹤0.01%
463
+195
1366
$53K ﹤0.01%
153
-93
1367
$53K ﹤0.01%
1,263
1368
$53K ﹤0.01%
302
+116
1369
$53K ﹤0.01%
+51
1370
$52K ﹤0.01%
1,047
+775
1371
$52K ﹤0.01%
494
-32
1372
$52K ﹤0.01%
520
1373
$51K ﹤0.01%
+2
1374
$51K ﹤0.01%
923
+38
1375
$51K ﹤0.01%
+3,612
53 54
55
56 57