NRI
NFP Retirement Inc Portfolio holdings
AUM
$1.51B
This Quarter Return
+4.37%
1 Year Return
+11.48%
3 Year Return
+40.14%
5 Year Return
+54.97%
10 Year Return
–
AUM
$108M
AUM Growth
–
Cap. Flow
+$108M
Cap. Flow
% of AUM
100%
Top 10 Holdings %
Top 10 Hldgs %
46.03%
Holding
87
New
87
Increased
–
Reduced
–
Closed
–
Top Buys
| 1 |
Schwab US Large- Cap ETF
SCHX
|
$14.7M |
| 2 |
iShares Core US Aggregate Bond ETF
AGG
|
$6.41M |
| 3 |
Schwab US Aggregate Bond ETF
SCHZ
|
$5.54M |
| 4 |
Schwab International Equity ETF
SCHF
|
$5.08M |
| 5 |
SPDR Bloomberg Convertible Securities ETF
CWB
|
$4.11M |
Top Sells
No sells this quarter
Sector Composition
| 1 | Real Estate | 8.05% |
| 2 | Materials | 1.07% |
| 3 | Technology | 0.82% |
| 4 | Energy | 0.78% |
| 5 | Communication Services | 0.68% |
