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
$969M
AUM Growth
+$47.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
2,631
New
Increased
Reduced
Closed

Top Buys

1
+$3.3M
2
+$3.19M
3
+$2.33M
4
XLP icon
Consumers Staples Select Sector SPDR Fund
XLP
+$2.03M
5
FTXL icon
First Trust Nasdaq Semiconductor ETF
FTXL
+$1.65M

Top Sells

1
+$8.12M
2
+$2.68M
3
+$1.9M
4
XLK icon
Technology Select Sector SPDR Fund
XLK
+$1.85M
5
SPYG icon
SPDR Portfolio S&P 500 Growth ETF
SPYG
+$1.66M

Sector Composition

1 Technology 7.99%
2 Healthcare 4.53%
3 Financials 4.48%
4 Industrials 3.86%
5 Consumer Discretionary 3.73%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1851
$8K ﹤0.01%
1,020
1852
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516
1853
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328
1854
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113
-104
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1857
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500
1858
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1859
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+330
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170
-5
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1863
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57
-1,173
1864
$7K ﹤0.01%
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242
1866
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+30
1870
$7K ﹤0.01%
552
1871
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1872
$7K ﹤0.01%
+375
1873
$7K ﹤0.01%
540
+40
1874
$7K ﹤0.01%
218
1875
$7K ﹤0.01%
327
73 74
75
76 77