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
$230M
AUM Growth
+$68.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
128
New
Increased
Reduced
Closed

Top Buys

1
+$9.45M
2
+$9.25M
3
+$8.91M
4
DWM icon
WisdomTree International Equity Fund
DWM
+$6.81M
5
AGGY icon
WisdomTree Yield Enhanced US Aggregate Bond Fund
AGGY
+$5.82M

Top Sells

1
+$1.48M
2
+$907K
3
+$581K
4
VTI icon
Vanguard Total Stock Market ETF
VTI
+$435K
5
SDIV icon
Global X SuperDividend ETF
SDIV
+$376K

Sector Composition

1 Real Estate 3.42%
2 Technology 1.65%
3 Materials 0.64%
4 Consumer Staples 0.54%
5 Communication Services 0.52%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$872K 0.38%
8,038
+273
52
$864K 0.38%
36,985
+3,009
53
$842K 0.37%
2,349
+38
54
$821K 0.36%
19,681
-9,018
55
$791K 0.34%
37,422
-1,149
56
$722K 0.31%
44,784
-2,634
57
$712K 0.31%
24,020
+1,320
58
$696K 0.3%
5,159
+288
59
$653K 0.28%
17,121
+70
60
$651K 0.28%
1,643
-659
61
$629K 0.27%
4,781
+2,573
62
$606K 0.26%
2,824
+269
63
$589K 0.26%
+10,300
64
$579K 0.25%
15,039
+250
65
$565K 0.25%
+3,408
66
$564K 0.25%
3,529
+9
67
$563K 0.24%
2,388
+662
68
$558K 0.24%
9,597
+1,472
69
$544K 0.24%
17,282
+7,861
70
$537K 0.23%
9,612
+668
71
$510K 0.22%
16,717
+523
72
$504K 0.22%
3,066
+570
73
$499K 0.22%
9,602
+2
74
$497K 0.22%
11,343
+749
75
$492K 0.21%
3,180
+160
1 2
3
4 5