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
1676
$2K ﹤0.01%
50
1677
$2K ﹤0.01%
45
1678
$2K ﹤0.01%
53
1679
$2K ﹤0.01%
300
1680
$2K ﹤0.01%
+100
1681
$2K ﹤0.01%
61
-1,000
1682
$2K ﹤0.01%
1,000
1683
$2K ﹤0.01%
1,068
1684
$2K ﹤0.01%
30
1685
$2K ﹤0.01%
14
1686
$2K ﹤0.01%
44
-431
1687
$2K ﹤0.01%
500
-500
1688
$2K ﹤0.01%
50
1689
$2K ﹤0.01%
101
1690
$2K ﹤0.01%
1,000
1691
$2K ﹤0.01%
100
1692
$2K ﹤0.01%
33
1693
$2K ﹤0.01%
275
1694
$2K ﹤0.01%
+80
1695
$2K ﹤0.01%
102
1696
$2K ﹤0.01%
47
1697
$2K ﹤0.01%
148
1698
$2K ﹤0.01%
200
1699
$2K ﹤0.01%
200
1700
$2K ﹤0.01%
23
66 67
68
69 70