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Home > Institutional Investor > Next Financial Group, Inc > Profile

Instuitional Investor - Next Financial Group, Inc

Fund Profile
Filing Period:
Fund Name: Next Financial Group, Inc
Portfolio Value $1,520,763,000
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Apple Inc.
 AAPL 293,839 $52,177,000 3.43%
2.
Vanguard Bond Index Funds
 BND 437,543 $37,082,000 2.43%
3.
Ishares Trust
 IEF 71,180 $33,952,000 2.23%
4.
Vanguard Scottsdale Funds
 127,621 $27,929,000 1.83%
5.
Microsoft Corp
 MSFT 68,499 $23,037,000 1.51%
Insider Monkey Quarterly Strategy
+336.2% Insider Monkey Quarterly Strategy
+144.8% Benchmark50% S&P 500 ETF and 50% Russell 2000 ETF
300%
200%
100%
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Returns since its inception in May 2014 (through November 14th, 2024)