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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
+3.53%
1 Year Est. Return
+14.28%
3 Year Est. Return
+24.8%
5 Year Est. Return
–
10 Year Est. Return
–
AUM
$726K
AUM Growth
-$1.2B
(-100%)
Cap. Flow
-$1.21B
Cap. Flow
% of AUM
-166,169.75%
Top 10 Holdings %
Top 10 Hldgs %
52.63%
Holding
687
New
5
Increased
–
Reduced
41
Closed
639
Top Buys
| 1 |
iShares JPMorgan EM High Yield Bond ETF
EMHY
|
+$29.3K |
| 2 |
Cboe Global Markets
CBOE
|
+$11.7K |
| 3 |
iShares S&P Small-Cap 600 Value ETF
IJS
|
+$10.4K |
| 4 |
iShares 3-7 Year Treasury Bond ETF
IEI
|
+$5.77K |
| 5 |
iShares Short Maturity Bond ETF
NEAR
|
+$1.51K |
Top Sells
| 1 |
State Street SPDR S&P 500 ETF Trust
SPY
|
+$46.8M |
| 2 |
Vanguard Total Stock Market ETF
VTI
|
+$33.4M |
| 3 |
Invesco QQQ Trust
QQQ
|
+$25.3M |
| 4 |
iShares Core S&P 500 ETF
IVV
|
+$25.1M |
| 5 |
iShares MSCI EAFE ETF
EFA
|
+$24M |
Sector Composition
| 1 | Financials | 1.72% |
| 2 | Consumer Discretionary | 0% |
| 3 | Consumer Staples | 0% |
| 4 | Energy | 0% |
| 5 | Healthcare | 0% |
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