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

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%
600
1402
$7K ﹤0.01%
164
1403
$7K ﹤0.01%
187
1404
$7K ﹤0.01%
275
1405
$7K ﹤0.01%
666
1406
$7K ﹤0.01%
417
1407
$7K ﹤0.01%
160
1408
$7K ﹤0.01%
+300
1409
$6K ﹤0.01%
600
1410
$6K ﹤0.01%
200
1411
$6K ﹤0.01%
600
1412
$6K ﹤0.01%
200
1413
$6K ﹤0.01%
+380
1414
$6K ﹤0.01%
150
1415
$6K ﹤0.01%
150
1416
$6K ﹤0.01%
100
1417
$6K ﹤0.01%
100
1418
$6K ﹤0.01%
216
-10
1419
$6K ﹤0.01%
20
1420
$6K ﹤0.01%
265
1421
$6K ﹤0.01%
100
1422
$6K ﹤0.01%
2,150
1423
$6K ﹤0.01%
120
1424
$6K ﹤0.01%
150
1425
$6K ﹤0.01%
100