NRI

NFP Retirement Inc Portfolio holdings

AUM $1.51B
1-Year Est. Return 11.48%
This Quarter Est. Return
1 Year Est. Return
+11.48%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$1.19B
AUM Growth
+$33.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
294
New
Increased
Reduced
Closed

Top Buys

1
+$7.85M
2
+$7.01M
3
+$2.34M
4
SCHD icon
Schwab US Dividend Equity ETF
SCHD
+$1.48M
5
JEPI icon
JPMorgan Equity Premium Income ETF
JEPI
+$1.3M

Top Sells

1
+$1.71M
2
+$1.49M
3
+$1.36M
4
SCHX icon
Schwab US Large- Cap ETF
SCHX
+$1.12M
5
DIVO icon
Amplify CWP Enhanced Dividend Income ETF
DIVO
+$1.1M

Sector Composition

1 Technology 2.63%
2 Financials 2.01%
3 Healthcare 1.78%
4 Consumer Discretionary 0.82%
5 Energy 0.54%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
276
$8.04K ﹤0.01%
21,000
-65,500
277
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-5,440
278
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-10,691
279
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-10,616
280
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281
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-3,493
282
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-2,821
283
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284
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-332
285
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-19,750
286
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-7,445
287
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288
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-3,990
289
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-7,668
290
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-4,665
291
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292
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-4,714
293
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-17,500
8 9 10 11
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