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
1601
$3K ﹤0.01%
100
1602
$3K ﹤0.01%
100
1603
$3K ﹤0.01%
165
1604
$3K ﹤0.01%
+200
1605
$3K ﹤0.01%
97
1606
$3K ﹤0.01%
109
1607
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100
1608
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100
1609
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57
-500
1610
$3K ﹤0.01%
110
1611
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150
1612
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121
1613
$3K ﹤0.01%
+655
1614
$3K ﹤0.01%
50
1615
$3K ﹤0.01%
+100
1616
$3K ﹤0.01%
76
-3
1617
$3K ﹤0.01%
400
1618
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145
1619
– –
-127
1620
$3K ﹤0.01%
200
1621
$3K ﹤0.01%
200
1622
$3K ﹤0.01%
100
1623
$3K ﹤0.01%
+50
1624
$3K ﹤0.01%
30
-106
1625
$3K ﹤0.01%
300
63 64
65
66 67