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
$409M
AUM Growth
+$49.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
2,069
New
Increased
Reduced
Closed

Top Buys

1 +$7.3M
2 +$7.14M
3 +$1.87M
4
VTWO icon
Vanguard Russell 2000 ETF
VTWO
+$1.83M
5
VIOO icon
Vanguard S&P Small-Cap 600 ETF
VIOO
+$1.05M

Top Sells

1 +$1.93M
2 +$1.57M
3 +$1.06M
4
LBAI
Lakeland Bancorp Inc
LBAI
+$855K
5
F icon
Ford
F
+$672K

Sector Composition

1 Communication Services 8.69%
2 Healthcare 8.26%
3 Technology 8.04%
4 Financials 7.81%
5 Industrials 6.13%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
1801
$1K ﹤0.01%
64
1802
$1K ﹤0.01%
+100
1803
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21
1804
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+137
1805
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1806
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1807
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1808
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1809
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1810
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1811
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1812
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1814
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1815
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1816
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54
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1817
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1818
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1
1819
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+31
1820
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1821
$1K ﹤0.01%
9
1822
$1K ﹤0.01%
200
1823
$1K ﹤0.01%
150
1824
$1K ﹤0.01%
25
1825
$1K ﹤0.01%
400