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
1701
$2K ﹤0.01%
+70
1702
$2K ﹤0.01%
27
1703
$2K ﹤0.01%
135
-196
1704
$2K ﹤0.01%
110
-1,325
1705
$2K ﹤0.01%
211
1706
$2K ﹤0.01%
23
1707
$2K ﹤0.01%
200
1708
$2K ﹤0.01%
50
1709
$2K ﹤0.01%
+42
1710
$2K ﹤0.01%
117
1711
$2K ﹤0.01%
153
1712
$2K ﹤0.01%
42
1713
$2K ﹤0.01%
47
1714
$2K ﹤0.01%
100
1715
$2K ﹤0.01%
30
-10
1716
$2K ﹤0.01%
53
1717
$2K ﹤0.01%
50
1718
$2K ﹤0.01%
200
1719
$2K ﹤0.01%
239
1720
$2K ﹤0.01%
80
-5
1721
$2K ﹤0.01%
+8
1722
$2K ﹤0.01%
20
1723
$2K ﹤0.01%
25
1724
$2K ﹤0.01%
63
1725
$2K ﹤0.01%
500
67 68
69
70 71