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
1876
$0 ﹤0.01%
9
1877
– –
-500
1878
$0 ﹤0.01%
17
1879
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100
1880
$0 ﹤0.01%
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1881
$0 ﹤0.01%
11
1882
$0 ﹤0.01%
+26
1883
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16
1884
$0 ﹤0.01%
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1885
$0 ﹤0.01%
300
1886
$0 ﹤0.01%
5
1887
$0 ﹤0.01%
5
1888
– –
-250
1889
$0 ﹤0.01%
200
1890
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-23
1891
– –
0
1892
– –
-1,072
1893
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-1,500
1894
$0 ﹤0.01%
9
1895
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-763
1896
– –
-56
1897
$0 ﹤0.01%
17
1898
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-500
1899
$0 ﹤0.01%
500
-250
1900
– –
-78
74 75
76
77 78