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

Top Sells

1
+$2.68M
2
+$2.32M
3
+$1.1M
4
YPRO
AdvisorShares YieldPro ETF
YPRO
+$517K
5
VCSH icon
Vanguard Short-Term Corporate Bond ETF
VCSH
+$504K

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
1576
$4K ﹤0.01%
186
1577
$4K ﹤0.01%
+500
1578
$4K ﹤0.01%
230
1579
$4K ﹤0.01%
+152
1580
$4K ﹤0.01%
32
1581
$4K ﹤0.01%
1,005
1582
$4K ﹤0.01%
5,500
-2,000
1583
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100
1584
$4K ﹤0.01%
97
1585
$4K ﹤0.01%
48
1586
$4K ﹤0.01%
2,250
+1,500
1587
$3K ﹤0.01%
250
1588
$3K ﹤0.01%
183
1589
$3K ﹤0.01%
150
1590
$3K ﹤0.01%
+42
1591
$3K ﹤0.01%
150
1592
$3K ﹤0.01%
617
1593
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155
1594
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106
1595
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380
1596
$3K ﹤0.01%
134
-448
1597
$3K ﹤0.01%
+50
1598
$3K ﹤0.01%
134
-39
1599
$3K ﹤0.01%
131
1600
$3K ﹤0.01%
9
62 63
64
65 66