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
1426
$1K ﹤0.01%
+82
1427
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+28
1428
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+5
1429
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1430
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+82
1431
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1432
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+100
1433
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+150
1434
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1435
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+25
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1437
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1439
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+50
1440
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+16
1441
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1442
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1443
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+250
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+10
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+39
1446
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+542
1447
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+35
1448
$1K ﹤0.01%
+177
1449
$1K ﹤0.01%
+3,000
1450
$1K ﹤0.01%
+37