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

Sector Composition

1 Healthcare 8.85%
2 Technology 7.92%
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
176
$403K 0.13%
6,958
-483
177
$401K 0.13%
2,843
-150
178
$400K 0.13%
5,458
+73
179
$398K 0.13%
10,715
-276
180
$398K 0.13%
7,351
+95
181
$391K 0.13%
3,442
-306
182
$387K 0.12%
3,177
-55
183
$384K 0.12%
11,443
+2,215
184
$384K 0.12%
3,437
+2,762
185
$380K 0.12%
4,738
-6,284
186
$380K 0.12%
4,919
+184
187
$376K 0.12%
5,761
+913
188
$371K 0.12%
16,367
-3,650
189
$368K 0.12%
5,750
-2,511
190
$366K 0.12%
3,986
+1,297
191
$360K 0.12%
6,312
+213
192
$357K 0.11%
4,960
+200
193
$353K 0.11%
7,565
+1,789
194
$351K 0.11%
8,448
+1,816
195
$350K 0.11%
3,290
+280
196
$349K 0.11%
7,065
-417
197
$348K 0.11%
24,601
+7,956
198
$346K 0.11%
6,930
+2,509
199
$344K 0.11%
4,723
-295
200
$342K 0.11%
27,210
+4,395