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
$216M
AUM Growth
-$44.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,573
New
Increased
Reduced
Closed

Top Buys

1 +$1.28M
2 +$773K
3 +$676K
4
UNP icon
Union Pacific
UNP
+$663K
5
NTSX icon
WisdomTree US Efficient Core Fund
NTSX
+$481K

Top Sells

1 +$14.5M
2 +$12.4M
3 +$3.75M
4
VXUS icon
Vanguard Total International Stock ETF
VXUS
+$3.36M
5
AAPL icon
Apple
AAPL
+$2.43M

Sector Composition

1 Financials 13.67%
2 Technology 12.69%
3 Communication Services 8.3%
4 Consumer Discretionary 8.06%
5 Industrials 6.52%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
1376
$1K ﹤0.01%
+4
1377
$1K ﹤0.01%
+23
1378
$1K ﹤0.01%
+14
1379
$1K ﹤0.01%
+15
1380
$1K ﹤0.01%
+40
1381
$1K ﹤0.01%
+60
1382
$1K ﹤0.01%
+10
1383
$1K ﹤0.01%
+212
1384
$1K ﹤0.01%
+13
1385
$1K ﹤0.01%
+10
1386
$1K ﹤0.01%
+19
1387
$1K ﹤0.01%
+100
1388
$1K ﹤0.01%
+18
1389
$1K ﹤0.01%
+36
1390
$1K ﹤0.01%
+5
1391
$1K ﹤0.01%
+240
1392
$1K ﹤0.01%
+333
1393
$1K ﹤0.01%
+29
1394
$1K ﹤0.01%
+34
1395
$1K ﹤0.01%
+8
1396
$1K ﹤0.01%
+14
1397
$1K ﹤0.01%
+43
1398
$1K ﹤0.01%
+14
1399
$1K ﹤0.01%
+100
1400
$1K ﹤0.01%
+21