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
1626
$3K ﹤0.01%
109
1627
$3K ﹤0.01%
50
1628
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64
1629
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55
-100
1630
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+75
1631
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75
1632
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88
1633
$3K ﹤0.01%
31
-953
1634
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+150
1635
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115
1636
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135
1637
$3K ﹤0.01%
300
1638
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1639
$3K ﹤0.01%
150
1640
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75
1641
$3K ﹤0.01%
100
1642
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120
1643
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1644
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70
1645
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+150
1646
$3K ﹤0.01%
100
-250
1647
$3K ﹤0.01%
300
1648
$3K ﹤0.01%
200
1649
$2K ﹤0.01%
100
1650
$2K ﹤0.01%
38
64 65
66
67 68