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
$409M
AUM Growth
+$49.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
2,070
New
Increased
Reduced
Closed

Top Buys

1 +$7.28M
2 +$7.08M
3 +$1.85M
4
VTWO icon
Vanguard Russell 2000 ETF
VTWO
+$1.8M
5
VIOO icon
Vanguard S&P Small-Cap 600 ETF
VIOO
+$1.03M

Top Sells

1 +$1.91M
2 +$1.6M
3 +$1.08M
4
LBAI
Lakeland Bancorp Inc
LBAI
+$874K
5
F icon
Ford
F
+$671K

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%
54
1802
$1K ﹤0.01%
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1803
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400
1804
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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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+90
1811
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1812
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981
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1814
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1815
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+47
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1817
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1820
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1821
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1822
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25
-2
1823
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1824
$1K ﹤0.01%
60
1825
$1K ﹤0.01%
12