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
$315M
AUM Growth
+$31.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,988
New
Increased
Reduced
Closed

Top Buys

1 +$1.48M
2 +$1.32M
3 +$1.1M
4
T icon
AT&T
T
+$1.07M
5
AAPL icon
Apple
AAPL
+$957K

Top Sells

1 +$1.53M
2 +$352K
3 +$343K
4
FCX icon
Freeport-McMoran
FCX
+$265K
5
ACG
AllianceBernstein Income Fund Inc
ACG
+$256K

Sector Composition

1 Communication Services 8.9%
2 Healthcare 8.75%
3 Consumer Staples 6.98%
4 Technology 6.53%
5 Financials 6.42%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
1401
$5K ﹤0.01%
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1402
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1403
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1410
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1411
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1412
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1415
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1416
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+150
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30
1421
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150
1422
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500
1423
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80
1424
0
1425
$5K ﹤0.01%
540