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
$284M
AUM Growth
+$15.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
2,030
New
Increased
Reduced
Closed

Top Buys

1 +$2.71M
2 +$2.6M
3 +$2.41M
4
USMV icon
iShares MSCI USA Min Vol Factor ETF
USMV
+$2.19M
5
T icon
AT&T
T
+$723K

Top Sells

1 +$3.3M
2 +$1.33M
3 +$1.27M
4
HD icon
Home Depot
HD
+$1.14M
5
AFSI
AmTrust Financial Services, Inc.
AFSI
+$1.1M

Sector Composition

1 Healthcare 8.68%
2 Communication Services 8.39%
3 Consumer Staples 7.19%
4 Technology 7.09%
5 Consumer Discretionary 6.68%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
2026
-200