NF

NEXT Financial Group, Inc

13F
NEXT Financial Group, Inc
Last update 2021-07-13 2894 Stocks (284 new)
Value $1.51 Bil Turnover 16 %
Countries:
Top Holdings: AAPL(3.45%)BND(2.45%)IVV(2.24%)VONE(1.85%)MSFT(1.52%)
Summary Stock Picks Current Portfolio
NEXT Financial Group, Inc Top Holdings of 2021-12-31 View Full List
Ticker
Company
Shares
Value ($1000)
Shares Change %
Weighting %
Trade Impact %
% of Shares outstanding
3M Change %
YTD Change %
Market Cap $Mil
Industry
AAPL
Apple Inc
293,839
52,177.0
+0.30%
3.450
+0.01%
0.000
+5.24%
-14.52%
3,189,545.6
Hardware
BND
Vanguard Total Bond Market ETF
437,543
37,082.0
+0.64%
2.450
+0.02%
0.040
+0.05%
+3.60%
126,370.7
 
IVV
iShares Core S&P 500 ETF
71,180
33,952.0
+36.54%
2.240
+0.60%
0.010
+16.68%
+7.37%
623,772.3
 
VONE
Vanguard Russell 1000 Index Fund
127,621
27,929.0
+0.09%
1.850
0%
0.910
+16.76%
+7.16%
5,697.4
 
MSFT
Microsoft Corp
68,499
23,037.0
+1.38%
1.520
+0.02%
0.000
+33.94%
+18.80%
3,707,650.2
Software
ESGU
iShares MSCI USA ESG Optimized ETF
191,339
20,646.0
+55.54%
1.360
+0.49%
0.080
+16.86%
+6.57%
13,924.2
 
AMZN
Amazon.com Inc
89,680
14,949.0
+1.22%
0.990
+0.01%
0.000
+25.22%
+1.83%
2,371,799.3
Retail - Cyclical
TSLA
Tesla Inc
41,484
14,613.0
-5.88%
0.970
-0.05%
0.000
+17.98%
-21.91%
1,015,728.5
Vehicles & Parts
BSV
Vanguard Short-Term Bond ETF
165,344
13,365.0
+37.33%
0.880
+0.24%
0.030
+0.70%
+3.17%
38,481.4
 
IUSB
iShares Core Total USD Bond Market ETF
iShares Core Total USD Bond Market ETF
246,521
13,048.0
+38.96%
0.860
+0.24%
0.070
+0.39%
+3.69%
32,811.1
 

NEXT Financial Group, Inc's Historical Top Holdings Breakdowns

NEXT Financial Group, Inc Total Holding History ($B)

To

NEXT Financial Group, Inc's Asset Allocation

To

NEXT Financial Group, Inc Past Portfolios

Portfolio Date Number of Stocks New Stocks Total Value ($Mil) Q/Q Turnover

Top Ranked Articles

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NEXT Financial Group, Inc's Hypothetical Growth since 2021-12-31

NEXT Financial Group, Inc's Yearly Returns

Year Portfolio % % Excess Gain %

NEXT Financial Group, Inc's Holdings Heat Map

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NEXT Financial Group, Inc's Holdings Bubble Chart

NEXT Financial Group, Inc News

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