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
101
$305K 0.13%
13,999
-417
102
$299K 0.13%
7,956
-90
103
$293K 0.13%
2,840
+160
104
$290K 0.13%
2,144
+178
105
$289K 0.13%
2,834
-602
106
$286K 0.12%
1,125
107
$284K 0.12%
4,964
+19
108
$282K 0.12%
1,751
+4
109
$273K 0.12%
+5,121
110
$273K 0.12%
4,258
111
$272K 0.12%
15,660
+1,832
112
$268K 0.12%
3,541
+276
113
$259K 0.11%
11,704
+60
114
$250K 0.11%
671
+2
115
$215K 0.09%
+4,148
116
$212K 0.09%
+1,630
117
$207K 0.09%
+4,584
118
$204K 0.09%
+6,346
119
$203K 0.09%
2,680
-100
120
$179K 0.08%
23,840
+11,490
121
$174K 0.08%
+19,779
122
$144K 0.06%
12,638
+72
123
$136K 0.06%
32,500
+2,500
124
$16.4K 0.01%
+15,000
125
– –
-3,689
2 3 4
5
6