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
1926
$0 ﹤0.01%
7
1927
$0 ﹤0.01%
28
1928
$0 ﹤0.01%
560
1929
$0 ﹤0.01%
100
1930
– –
0
1931
$0 ﹤0.01%
42
1932
$0 ﹤0.01%
29
1933
$0 ﹤0.01%
9
1934
$0 ﹤0.01%
30
1935
$0 ﹤0.01%
19
1936
$0 ﹤0.01%
17
1937
$0 ﹤0.01%
180
1938
$0 ﹤0.01%
60
1939
– –
-250
1940
$0 ﹤0.01%
7
1941
$0 ﹤0.01%
2,000
+1,500
1942
$0 ﹤0.01%
25
1943
– –
-525
1944
– –
-2,000
1945
$0 ﹤0.01%
300
1946
$0 ﹤0.01%
125
1947
– –
-742
1948
– –
-50
1949
– –
-31
1950
– –
-1,671
76 77
78
79 80