NIA
NBZ Investment Advisors Portfolio holdings
AUM
$175M
This Quarter Return
+1.95%
1 Year Return
–
3 Year Return
–
5 Year Return
–
10 Year Return
–
AUM
$179M
AUM Growth
–
Cap. Flow
+$179M
Cap. Flow
% of AUM
100%
Top 10 Holdings %
Top 10 Hldgs %
77.95%
Holding
65
New
65
Increased
–
Reduced
–
Closed
–
Top Buys
| 1 |
SPDR Portfolio S&P 500 ETF
SPLG
|
$27.3M |
| 2 |
Janus Henderson AAA CLO ETF
JAAA
|
$25.3M |
| 3 |
Amplify CWP Enhanced Dividend Income ETF
DIVO
|
$18.2M |
| 4 |
Invesco Russell 1000 Dynamic Multifactor ETF
OMFL
|
$13.6M |
| 5 |
Invesco S&P 500 GARP ETF
SPGP
|
$12.6M |
Top Sells
No sells this quarter
Sector Composition
| 1 | Technology | 3.56% |
| 2 | Financials | 2.26% |
| 3 | Communication Services | 1.05% |
| 4 | Consumer Discretionary | 0.49% |
| 5 | Healthcare | 0.28% |
