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NFG

Next Financial Group Portfolio holdings

AUM $1.52B
1-Year Est. Return 20.14%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+20.14%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$359M
AUM Growth
-$49.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
2,081
New
Increased
Reduced
Closed

Top Buys

1
+$732K
2
+$587K
3
+$557K
4
UTL icon
Unitil
UTL
+$541K
5
AAPL icon
Apple
AAPL
+$512K

Top Sells

1
+$7.35M
2
+$7.31M
3
+$2.9M
4
VXUS icon
Vanguard Total International Stock ETF
VXUS
+$1.99M
5
VTWO icon
Vanguard Russell 2000 ETF
VTWO
+$1.86M

Sector Composition

1 Technology 9.72%
2 Financials 9.48%
3 Communication Services 8.65%
4 Healthcare 7.58%
5 Consumer Discretionary 6.86%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1651
$2K ﹤0.01%
31
-9
1652
$2K ﹤0.01%
41
-217
1653
$2K ﹤0.01%
200
1654
$2K ﹤0.01%
500
1655
$2K ﹤0.01%
33
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1656
$2K ﹤0.01%
80
1657
$2K ﹤0.01%
54
+47
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1659
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1660
$2K ﹤0.01%
60
1661
$1K ﹤0.01%
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$1K ﹤0.01%
100
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1663
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981
1664
$1K ﹤0.01%
23
1665
$1K ﹤0.01%
15
1666
$1K ﹤0.01%
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1667
$1K ﹤0.01%
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1669
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150
1670
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1671
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+1
1672
$1K ﹤0.01%
25
1673
$1K ﹤0.01%
100
1674
$1K ﹤0.01%
54
1675
$1K ﹤0.01%
50
65 66
67
68 69