NE
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New England Investment & Retirement Group, Inc.13F | |
| New England Investment & Retirement Group, Inc. | |
| Last update 2021-10-28 | 105 Stocks (6 new) |
| Value $434.00 Mil | Turnover 7 % |
New England Investment & Retir... Top Holdings of 2021-09-30
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| Ticker | | Company | Shares | Value ($1000) | Shares Change % | Weighting % | Trade Impact % | % of Shares outstanding | 3M Change % | YTD Change % | Market Cap $Mil | Industry |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
RSP | Invesco S&P 500 Equal Weight ETF | 277,006 | 41,501.0 | -1.56% | 9.560 | -0.14% | 0.130 | +12.15% | +5.19% | 73,416.0 | ||
QQQ | PowerShares QQQ Trust Ser 1 | 77,663 | 27,800.0 | +3.71% | 6.400 | +0.23% | 0.010 | +22.16% | +9.60% | 356,226.2 | ||
SPY | S&P 500 ETF TRUST ETF | 64,079 | 27,499.0 | +7.89% | 6.330 | +0.46% | 0.010 | +16.45% | +7.14% | 639,804.5 | ||
VHT | Vanguard Health Care ETF | 82,159 | 20,306.0 | -3.29% | 4.680 | -0.15% | 0.120 | -1.43% | -2.57% | 14,810.4 | ||
IYJ | iShares U.S. Industrials ETF | 178,752 | 19,155.0 | -1.23% | 4.410 | -0.05% | 1.380 | +15.81% | +7.97% | 1,651.2 | ||
VTV | Vanguard Value ETF | 136,587 | 18,490.0 | +3.21% | 4.260 | +0.13% | 0.020 | +8.69% | +5.42% | 131,985.5 | ||
IWM | iShares Russell 2000 ETF | 62,221 | 13,611.0 | +2.31% | 3.140 | +0.07% | 0.020 | +18.33% | +0.24% | 65,969.9 | ||
GLD | SPDR Gold Shares ETF | 76,391 | 12,545.0 | +0.03% | 2.890 | 0% | 0.020 | +2.96% | +26.63% | 101,393.4 | ||
MSFT | Microsoft Corp | 41,916 | 11,817.0 | -3.70% | 2.720 | -0.09% | 0.000 | +31.71% | +20.78% | 3,769,191.6 | Software | |
IQDG |
WisdomTree International Quality Dividend Growth F
WisdomTree International Quality Dividend Growth F
| 300,616 | 11,447.0 | New Holding | 2.640 | +2.64% | 2.960 | +11.86% | +15.41% | 768.5 |
New England Investment & Retirement Group, Inc.'s Historical Top Holdings Breakdowns
New England Investment & Retirement Group, Inc. Total Holding History ($B)
New England Investment & Retirement Group, Inc.'s Asset Allocation
New England Investment & Retirement Group, Inc. Past Portfolios
| Portfolio Date | Number of Stocks | New Stocks | Total Value ($Mil) | Q/Q Turnover |
|---|---|---|---|---|
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New England Investment & Retirement Group, Inc.'s Hypothetical Growth since 2021-09-30
New England Investment & Retirement Group, Inc.'s Yearly Returns
| Year | Portfolio % | % | Excess Gain % |
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New England Investment & Retirement Group, Inc.'s Holdings Heat Map
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New England Investment & Retirement Group, Inc.'s Holdings Bubble Chart
New England Investment & Retirement Group, Inc. News
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