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
$934M
AUM Growth
+$539M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
2,479
New
Increased
Reduced
Closed

Top Buys

1 +$28.7M
2 +$23.7M
3 +$11.3M
4
QQQ icon
Invesco QQQ Trust
QQQ
+$10.9M
5
IEF icon
iShares 7-10 Year Treasury Bond ETF
IEF
+$7.97M

Sector Composition

1 Technology 7.06%
2 Industrials 4.53%
3 Healthcare 4.46%
4 Financials 4.19%
5 Consumer Discretionary 4.07%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
1626
$12K ﹤0.01%
253
1627
$12K ﹤0.01%
+291
1628
$12K ﹤0.01%
425
1629
$12K ﹤0.01%
770
+498
1630
$12K ﹤0.01%
+750
1631
$12K ﹤0.01%
+551
1632
$12K ﹤0.01%
+104
1633
$12K ﹤0.01%
+440
1634
$12K ﹤0.01%
+107
1635
$12K ﹤0.01%
+170
1636
$12K ﹤0.01%
120
1637
$12K ﹤0.01%
+505
1638
$12K ﹤0.01%
309
1639
$12K ﹤0.01%
+410
1640
$12K ﹤0.01%
154
1641
$12K ﹤0.01%
+250
1642
$12K ﹤0.01%
+431
1643
$12K ﹤0.01%
375
-125
1644
$11K ﹤0.01%
+1,205
1645
$11K ﹤0.01%
313
-1,741
1646
$11K ﹤0.01%
+596
1647
$11K ﹤0.01%
+827
1648
$11K ﹤0.01%
+489
1649
$11K ﹤0.01%
797
1650
$11K ﹤0.01%
300