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
1401
$1K ﹤0.01%
+50
1402
$1K ﹤0.01%
+17
1403
$1K ﹤0.01%
+50
1404
$1K ﹤0.01%
+20
1405
$1K ﹤0.01%
+123
1406
$1K ﹤0.01%
+40
1407
$1K ﹤0.01%
+15
1408
$1K ﹤0.01%
+1
1409
$1K ﹤0.01%
+250
1410
$1K ﹤0.01%
+1,150
1411
$1K ﹤0.01%
+32
1412
$1K ﹤0.01%
+18
1413
$1K ﹤0.01%
+16
1414
$1K ﹤0.01%
+12
1415
$1K ﹤0.01%
+10
1416
$1K ﹤0.01%
+50
1417
$1K ﹤0.01%
+6
1418
$1K ﹤0.01%
+8
1419
$1K ﹤0.01%
+100
1420
$1K ﹤0.01%
+59
1421
$1K ﹤0.01%
+100
1422
$1K ﹤0.01%
+10
1423
$1K ﹤0.01%
+300
1424
$1K ﹤0.01%
+40
1425
$1K ﹤0.01%
+9