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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
276
$228K 0.01%
+5,424
277
$223K 0.01%
7,188
278
$223K 0.01%
27,938
279
$223K 0.01%
+354
280
$223K 0.01%
+5,417
281
$219K 0.01%
+1,099
282
$219K 0.01%
+2,296
283
$218K 0.01%
+1,822
284
$211K 0.01%
+2,336
285
$209K 0.01%
1,054
-53
286
$209K 0.01%
+1,384
287
$209K 0.01%
+262
288
$208K 0.01%
+8,172
289
$208K 0.01%
+2,300
290
$206K 0.01%
+1,709
291
$206K 0.01%
+3,964
292
$200K 0.01%
+2,202
293
$192K 0.01%
19,200
+200
294
$185K 0.01%
16,500
295
$184K 0.01%
12,000
296
$117K 0.01%
16,686
-650
297
$101K 0.01%
31,500
-10,000
298
$97.7K 0.01%
+10,044
299
$33.4K ﹤0.01%
18,239
-6
300
– –
-1,387
9 10 11
12
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