NF

NEXT Financial Holdings

13F
NEXT Financial Holdings
Last update 2019-05-14 1603 Stocks (0 new)
Value $372.00 Mil Turnover 0 %
Countries:
Top Holdings: SHY(13.87%)VGSH(6.95%)SCHO(6.95%)BIL(1.68%)AAPL(1.53%)
Summary Stock Picks Current Portfolio
NEXT Financial Holdings Top Holdings of 2019-03-31 View Full List
Ticker
Company
Shares
Value ($1000)
Shares Change %
Weighting %
Trade Impact %
% of Shares outstanding
3M Change %
YTD Change %
Market Cap $Mil
Industry
SHY
iShares 1-3 Year Treasury Bond ETF
612,353
51,511.0
0%
13.870
0%
0.230
+1.14%
+2.72%
24,096.0
 
VGSH
Vanguard Short-Term Government Bond ETF
Vanguard Short-Term Government Bond ETF
427,525
25,831.0
0%
6.950
0%
0.180
+1.20%
+2.78%
23,160.4
 
SCHO
Schwab Short-Term U.S. Treasury ETF
514,620
25,829.0
0%
6.950
0%
0.320
+1.22%
+3.13%
11,468.4
 
BIL
SPDR Bloomberg 1-3 Month T-Bill ETF
68,262
6,253.0
0%
1.680
0%
0.040
+1.04%
+2.06%
42,893.2
 
AAPL
Apple Inc
120,080
5,702.0
0%
1.530
0%
0.000
-7.51%
-17.87%
3,064,383.4
Hardware
HYG
iShares iBoxx USD High Yield Corporate Bond ETF
iShares iBoxx USD High Yield Corporate Bond ETF
48,031
4,154.0
0%
1.120
0%
0.030
+3.75%
+5.02%
17,839.5
 
IEF
iShares 7-10 Year Treasury Bond ETF
38,410
4,097.0
0%
1.100
0%
0.020
+1.40%
+5.24%
35,034.0
 
JNK
SPDR Bloomberg High Yield Bond ETF
33,486
3,613.0
0%
0.970
0%
0.160
+3.80%
+4.76%
7,983.2
 
BSV
Vanguard Short-Term Bond ETF
44,913
3,575.0
0%
0.960
0%
0.010
+1.50%
+3.45%
38,707.6
 
BIV
Vanguard Intermediate-Term Bond ETF
39,589
3,322.0
0%
0.890
0%
0.020
+2.04%
+5.23%
23,319.3
 

NEXT Financial Holdings's Historical Top Holdings Breakdowns

NEXT Financial Holdings Total Holding History ($B)

To

NEXT Financial Holdings's Asset Allocation

To

NEXT Financial Holdings Past Portfolios

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

Top Ranked Articles

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NEXT Financial Holdings's Hypothetical Growth since 2019-03-31

NEXT Financial Holdings's Yearly Returns

Year Portfolio % % Excess Gain %

NEXT Financial Holdings's Holdings Heat Map

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NEXT Financial Holdings's Holdings Bubble Chart

NEXT Financial Holdings News

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