We are live on ! Find out more
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
251
$300K 0.02%
6,821
-1,119
252
$281K 0.02%
6,033
-2,961
253
$279K 0.02%
1,799
-65
254
$270K 0.02%
1,117
-1
255
$269K 0.02%
4,715
-160
256
$263K 0.02%
2,300
+482
257
$262K 0.02%
1,105
+5
258
$261K 0.02%
3,348
+82
259
$260K 0.02%
1,826
-64
260
$259K 0.02%
10,836
+54
261
$249K 0.02%
+2,080
262
$249K 0.02%
+7,769
263
$247K 0.02%
48,656
-23,377
264
$242K 0.02%
+6,250
265
$241K 0.02%
3,594
-30
266
$238K 0.02%
4,281
-179
267
$237K 0.02%
788
-350
268
$237K 0.02%
1,695
269
$236K 0.02%
305
-1
270
$234K 0.01%
+10,591
271
$234K 0.01%
662
-28
272
$233K 0.01%
+2,700
273
$231K 0.01%
+3,403
274
$228K 0.01%
11,932
-3,361
275
$228K 0.01%
83,000
9 10
11
12 13