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NRI

NFP Retirement Inc Portfolio holdings

AUM $1.67B
1-Year Est. Return 13.03%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+13.03%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$1.57B
AUM Growth
+$52.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
323
New
Increased
Reduced
Closed

Top Buys

1
+$5.56M
2
+$5.06M
3
+$2.63M
4
FBND icon
Fidelity Total Bond ETF
FBND
+$1.77M
5
DFAC icon
Dimensional US Core Equity 2 ETF
DFAC
+$1.71M

Top Sells

1
+$10.4M
2
+$8.76M
3
+$5.85M
4
SCHD icon
Schwab US Dividend Equity ETF
SCHD
+$4.58M
5
AMZN icon
Amazon
AMZN
+$3.83M

Sector Composition

1 Technology 2.51%
2 Healthcare 1.08%
3 Consumer Discretionary 0.77%
4 Financials 0.66%
5 Communication Services 0.39%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$395K 0.03%
2,434
-125
227
$394K 0.03%
8,623
-292
228
$393K 0.03%
32,000
229
$388K 0.02%
8,034
+71
230
$385K 0.02%
19,540
-533
231
$381K 0.02%
1,859
+5
232
$378K 0.02%
11,049
233
$375K 0.02%
7,084
234
$374K 0.02%
1,693
-224
235
$372K 0.02%
6,568
-2,524
236
$370K 0.02%
2,992
-412
237
$370K 0.02%
1,259
+182
238
$359K 0.02%
3,669
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239
$357K 0.02%
2,748
240
$345K 0.02%
49,937
241
$341K 0.02%
6,498
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242
$340K 0.02%
6,718
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243
$333K 0.02%
27,500
244
$330K 0.02%
2,465
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245
$327K 0.02%
4,957
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246
$321K 0.02%
3,005
247
$319K 0.02%
6,178
-3,288
248
$315K 0.02%
4,344
+504
249
$313K 0.02%
1,247
+4
250
$301K 0.02%
883
-122
8 9
10
11 12