NFG

Next Financial Group Portfolio holdings

AUM $1.52B
1-Year Est. Return 20.14%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+20.14%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$1.13B
AUM Growth
+$82M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
2,705
New
Increased
Reduced
Closed

Top Buys

1
+$3.12M
2
+$2.86M
3
+$2.64M
4
BND icon
Vanguard Total Bond Market
BND
+$2.21M
5
IVV icon
iShares Core S&P 500 ETF
IVV
+$2.03M

Top Sells

1
+$3.57M
2
+$2.17M
3
+$1.86M
4
FINX icon
Global X FinTech ETF
FINX
+$1.61M
5
VONE icon
Vanguard Russell 1000 ETF
VONE
+$1.52M

Sector Composition

1 Technology 11.36%
2 Consumer Discretionary 4.92%
3 Healthcare 4.45%
4 Financials 4.39%
5 Industrials 4.02%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
2376
$1K ﹤0.01%
+42
2377
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+47
2378
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14
2379
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24
+11
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2384
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2385
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2386
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2387
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28
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2388
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2389
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+16
2390
$1K ﹤0.01%
69
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79
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2394
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+21
2395
$1K ﹤0.01%
8
+2
2396
$1K ﹤0.01%
14
2397
$1K ﹤0.01%
+14
2398
$1K ﹤0.01%
+42
2399
$1K ﹤0.01%
+27
2400
$1K ﹤0.01%
12
-107
94 95
96
97 98