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
1476
$5K ﹤0.01%
1,365
-321
1477
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1478
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1479
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1480
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1481
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1482
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2,925
1483
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1484
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1485
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1486
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200
1487
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81
+2
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1489
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1490
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1491
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1492
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1493
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1494
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1495
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1496
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1,560
1497
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400
1498
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3,000
1499
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122
1500
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70