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NPC

National Planning Corporation Portfolio holdings

AUM $726K
1-Year Est. Return 14.28%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+14.28%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$1.03B
AUM Growth
+$222M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
699
New
Increased
Reduced
Closed

Top Buys

1 +$17M
2 +$12.7M
3 +$7.92M
4
IJT icon
iShares S&P Small-Cap 600 Growth ETF
IJT
+$7.22M
5
IVE icon
iShares S&P 500 Value ETF
IVE
+$7.08M

Sector Composition

1 Energy 7.94%
2 Consumer Staples 4.49%
3 Technology 3.41%
4 Healthcare 3.33%
5 Industrials 3.14%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
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