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
1401
$7K ﹤0.01%
265
1402
$7K ﹤0.01%
+250
1403
$7K ﹤0.01%
+333
1404
$7K ﹤0.01%
600
1405
$7K ﹤0.01%
164
1406
$7K ﹤0.01%
666
1407
$7K ﹤0.01%
417
1408
$7K ﹤0.01%
160
1409
$6K ﹤0.01%
+380
1410
$6K ﹤0.01%
150
1411
$6K ﹤0.01%
100
1412
$6K ﹤0.01%
224
1413
$6K ﹤0.01%
100
1414
$6K ﹤0.01%
100
1415
$6K ﹤0.01%
216
-10
1416
$6K ﹤0.01%
655
1417
$6K ﹤0.01%
+138
1418
$6K ﹤0.01%
120
1419
$6K ﹤0.01%
56
-255
1420
$6K ﹤0.01%
189
1421
$6K ﹤0.01%
106
1422
$6K ﹤0.01%
45
1423
$6K ﹤0.01%
250
1424
$6K ﹤0.01%
20
1425
$6K ﹤0.01%
1,000
55 56
57
58 59