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
1801
$1K ﹤0.01%
54
1802
$1K ﹤0.01%
85
1803
– –
0
1804
$1K ﹤0.01%
100
-803
1805
$1K ﹤0.01%
120
1806
$1K ﹤0.01%
55
1807
$1K ﹤0.01%
37
1808
$1K ﹤0.01%
20
1809
$1K ﹤0.01%
15
1810
$1K ﹤0.01%
+300
1811
$1K ﹤0.01%
75
1812
$1K ﹤0.01%
63
1813
$1K ﹤0.01%
+375
1814
$1K ﹤0.01%
44
1815
$1K ﹤0.01%
100
1816
$1K ﹤0.01%
25
1817
$1K ﹤0.01%
24
1818
$1K ﹤0.01%
100
1819
$1K ﹤0.01%
200
1820
$1K ﹤0.01%
100
1821
$1K ﹤0.01%
2,000
1822
$1K ﹤0.01%
21
1823
$1K ﹤0.01%
875
1824
$1K ﹤0.01%
27
1825
$1K ﹤0.01%
16,000
+9,000
71 72
73
74 75