Pricing

NEXT FINANCIAL GROUP, INC

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HOUSTON TX Investment Advisor Broker-Dealer
13F Summary
Next Financial Group is based out of Houston. Next Financial Group is a large advisory firm with 16162 clients and discretionary assets under management (AUM) of $2,905,609,375 (Form ADV from 2023-11-17). Whalewisdom has at least 33 13F filings

2022-03-31

Top Buys (13F)

Name % Change

2022-03-31

Top Sells (13F)

Name % Change

2022-03-31

13F Holdings Summary

NEXT FINANCIAL GROUP, INC filed under a combined 13F through ATRIA WEALTH SOLUTIONS, INC. for 2022-03-31

2022-03-31

13F Activity

Market Value $0, Prior: $1.52b
New Purchases 0 stocks
Added To 0 stocks
Sold out of 0 stocks
Reduced holdings in 0 stocks
Top 10 Holdings % %
Turnover %[1] %
Turnover Alt %[2] %
Time Held Top 20 quarters
Time Held Top 10 quarters
Time Held All quarters

[1]: Turnover is calculated by taking the # of new holdings (initial purchases) + the # of positions sold out of (not just reduced) divided by the total # of holdings for the quarter.

[2]: Alt Turnover is calculated by taking either the total MV of new purchases or the MV of securities sold, whichever is less, divided by the total MV of the fund.

2022-03-31

13F Sector Allocation Over Time

2022-03-31

Analysis

Top 20 equal-weighted holdings. Performance numbers calculated through 2022-03-31

Portfolio Performance