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

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
2326
$1K ﹤0.01%
+24
2327
$1K ﹤0.01%
+24
2328
$1K ﹤0.01%
71
-64
2329
$1K ﹤0.01%
300
2330
$0 ﹤0.01%
59
2331
$0 ﹤0.01%
2
2332
-26
2333
0
2334
-229
2335
-123
2336
$0 ﹤0.01%
2
2337
-4
2338
0
2339
$0 ﹤0.01%
6
2340
$0 ﹤0.01%
9
-105
2341
-454
2342
-892
2343
$0 ﹤0.01%
16
2344
-2
2345
$0 ﹤0.01%
5
2346
$0 ﹤0.01%
4
2347
-1,500
2348
-139
2349
-305
2350
$0 ﹤0.01%
2