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
$279M
AUM Growth
+$34M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
155
New
Increased
Reduced
Closed

Top Buys

1 +$2.64M
2 +$2.42M
3 +$1.71M
4
SCHX icon
Schwab US Large- Cap ETF
SCHX
+$1.25M
5
VCSH icon
Vanguard Short-Term Corporate Bond ETF
VCSH
+$1.19M

Top Sells

1 +$839K
2 +$676K
3 +$611K
4
T icon
AT&T
T
+$309K
5
DIV icon
Global X SuperDividend US ETF
DIV
+$234K

Sector Composition

1 Real Estate 2.74%
2 Technology 2%
3 Energy 0.89%
4 Healthcare 0.6%
5 Materials 0.56%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
151
-12,500
152
-4,499
153
-15,166
154
-32,054
155
-36,481