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
1726
$2K ﹤0.01%
134
-8
1727
$2K ﹤0.01%
230
1728
$2K ﹤0.01%
+75
1729
$2K ﹤0.01%
46
-2,000
1730
$2K ﹤0.01%
+100
1731
$2K ﹤0.01%
+150
1732
$2K ﹤0.01%
+50
1733
$2K ﹤0.01%
97
1734
$2K ﹤0.01%
41
1735
$2K ﹤0.01%
100
-50
1736
$2K ﹤0.01%
37
1737
$2K ﹤0.01%
33
1738
$2K ﹤0.01%
+115
1739
$2K ﹤0.01%
45
1740
$2K ﹤0.01%
183
1741
$2K ﹤0.01%
32
1742
$2K ﹤0.01%
41
1743
$2K ﹤0.01%
92
1744
$2K ﹤0.01%
100
1745
$1K ﹤0.01%
12
1746
$1K ﹤0.01%
100
1747
$1K ﹤0.01%
100
1748
$1K ﹤0.01%
7
1749
$1K ﹤0.01%
68
-356
1750
$1K ﹤0.01%
+10
68 69
70
71 72