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
$312M
AUM Growth
+$10.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
2,110
New
Increased
Reduced
Closed

Top Buys

1
+$2.39M
2
+$1.29M
3
+$1.14M
4
FV icon
First Trust Dorsey Wright Focus 5 ETF
FV
+$1.13M
5
THRM icon
Gentherm
THRM
+$1.05M

Top Sells

1
+$2.79M
2
+$2.42M
3
+$1.1M
4
YPRO
AdvisorShares YieldPro ETF
YPRO
+$531K
5
VCSH icon
Vanguard Short-Term Corporate Bond ETF
VCSH
+$503K

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
1726
$2K ﹤0.01%
37
1727
$2K ﹤0.01%
33
1728
$2K ﹤0.01%
+115
1729
$2K ﹤0.01%
45
1730
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183
1731
$2K ﹤0.01%
32
1732
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41
1733
$2K ﹤0.01%
92
1734
$2K ﹤0.01%
41
1735
$2K ﹤0.01%
60
1736
$2K ﹤0.01%
+91
1737
$2K ﹤0.01%
200
1738
$2K ﹤0.01%
+45
1739
$2K ﹤0.01%
82
+7
1740
$2K ﹤0.01%
100
1741
$2K ﹤0.01%
45
1742
$2K ﹤0.01%
275
1743
$2K ﹤0.01%
+80
1744
$2K ﹤0.01%
97
1745
$1K ﹤0.01%
49
1746
$1K ﹤0.01%
+300
1747
$1K ﹤0.01%
25
1748
$1K ﹤0.01%
19
1749
$1K ﹤0.01%
750
1750
$1K ﹤0.01%
17
68 69
70
71 72