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
76
$466K 0.2%
3,317
+4
77
$462K 0.2%
2,086
+123
78
$456K 0.2%
1,992
-23
79
$455K 0.2%
2,297
-337
80
$454K 0.2%
4,945
+215
81
$447K 0.19%
2,164
-2,103
82
$419K 0.18%
2,213
+77
83
$409K 0.18%
1,908
+166
84
$397K 0.17%
1,344
+55
85
$388K 0.17%
12,302
+8
86
$387K 0.17%
3,500
87
$380K 0.17%
955
-3,712
88
$376K 0.16%
1,722
+147
89
$361K 0.16%
5,192
-81
90
$357K 0.16%
15,598
-1,764
91
$355K 0.15%
5,770
+52
92
$354K 0.15%
6,396
+100
93
$348K 0.15%
13,759
+2,789
94
$344K 0.15%
6,449
+78
95
$338K 0.15%
1,957
+13
96
$335K 0.15%
3,060
+178
97
$334K 0.15%
2,567
-601
98
$329K 0.14%
3,894
+334
99
$324K 0.14%
3,097
+14
100
$310K 0.13%
4,577
-906
2 3
4
5 6