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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
$1.31B
AUM Growth
+$41M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
813
New
Increased
Reduced
Closed

Top Sells

1 +$13.6M
2 +$11.3M
3 +$10.5M
4
IJS icon
iShares S&P Small-Cap 600 Value ETF
IJS
+$10.4M
5
IYR icon
iShares US Real Estate ETF
IYR
+$10.3M

Sector Composition

1 Energy 7.13%
2 Healthcare 5.23%
3 Consumer Staples 4.2%
4 Technology 3.9%
5 Financials 3.3%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
751
$2K ﹤0.01%
+22,288
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