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Home > Institutional Investor > New England Investment & Retirement Group, Inc. > Profile

Instuitional Investor - New England Investment & Retirement Group, Inc.

Fund Profile
Filing Period:
Fund Name: New England Investment & Retirement Group, Inc.
Portfolio Value $434,125,000
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Invesco S&P 500 Equal Weight Etf
 277,006 $41,501,000 9.55%
2.
Powershares Qqq Tr
 77,663 $27,800,000 6.4%
3.
Spdr S & P 500 Etf Trust
 SPY 64,079 $27,499,000 6.33%
4.
Vanguard World Fund
 82,159 $20,306,000 4.67%
5.
Ishares Trust
 IEF 178,752 $19,155,000 4.41%
Insider Monkey Quarterly Strategy
+336.2% Insider Monkey Quarterly Strategy
+144.8% Benchmark50% S&P 500 ETF and 50% Russell 2000 ETF
300%
200%
100%
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Returns since its inception in May 2014 (through November 14th, 2024)