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NRI

NFP Retirement Inc Portfolio holdings

AUM $1.67B
1-Year Est. Return 13.03%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+13.03%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$1.57B
AUM Growth
+$52.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
323
New
Increased
Reduced
Closed

Top Buys

1
+$5.56M
2
+$5.06M
3
+$2.63M
4
FBND icon
Fidelity Total Bond ETF
FBND
+$1.77M
5
DFAC icon
Dimensional US Core Equity 2 ETF
DFAC
+$1.71M

Top Sells

1
+$10.4M
2
+$8.76M
3
+$5.85M
4
SCHD icon
Schwab US Dividend Equity ETF
SCHD
+$4.58M
5
AMZN icon
Amazon
AMZN
+$3.83M

Sector Composition

1 Technology 2.51%
2 Healthcare 1.08%
3 Consumer Discretionary 0.77%
4 Financials 0.66%
5 Communication Services 0.39%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
201
$504K 0.03%
24,377
-2,552
202
$498K 0.03%
6,315
-364
203
$483K 0.03%
3,700
204
$482K 0.03%
1,010
-12
205
$467K 0.03%
13,670
-90
206
$464K 0.03%
2,775
-256
207
$462K 0.03%
4,872
-259
208
$459K 0.03%
6,078
-92
209
$456K 0.03%
2,112
-394
210
$453K 0.03%
4,547
+728
211
$443K 0.03%
2,847
+8
212
$441K 0.03%
15,608
-5,336
213
$436K 0.03%
3,461
-908
214
$435K 0.03%
1,762
+87
215
$432K 0.03%
185
216
$424K 0.03%
5,048
-2,182
217
$415K 0.03%
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218
$414K 0.03%
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-122
219
$409K 0.03%
19,881
220
$406K 0.03%
4,200
-48
221
$402K 0.03%
+23,000
222
$399K 0.03%
4,803
223
$398K 0.03%
1,416
-572
224
$397K 0.03%
7,367
+309
225
$395K 0.03%
6,732
+2,472
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9
10 11