NPC

National Planning Corporation Portfolio holdings

AUM $726K
1-Year Est. Return 14.28%
This Quarter Est. Return
1 Year Est. Return
+14.28%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$1.41B
AUM Growth
+$99.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
2,855
New
Increased
Reduced
Closed

Top Buys

1 +$18.1M
2 +$16.5M
3 +$13.6M
4
IJS icon
iShares S&P Small-Cap 600 Value ETF
IJS
+$12.1M
5
KMI icon
Kinder Morgan
KMI
+$4.96M

Top Sells

1 +$14.4M
2 +$14.1M
3 +$13M
4
VER
VEREIT, Inc.
VER
+$12.9M
5
KMP
KINDER MORGAN ENER PNTRS L.P.
KMP
+$4.73M

Sector Composition

1 Energy 6.09%
2 Healthcare 4.94%
3 Consumer Staples 4.11%
4 Technology 4.03%
5 Financials 3.59%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
1051
$75.9K 0.01%
+1,009
1052
$75.8K 0.01%
+2,580
1053
$75.7K 0.01%
+2,627
1054
$75.6K 0.01%
+1,905
1055
$75.5K 0.01%
+2,919
1056
$75K 0.01%
+1,674
1057
$75K 0.01%
19,469
+230
1058
$74.9K 0.01%
+1,420
1059
$74.5K 0.01%
+3,930
1060
$74.3K 0.01%
6,650
-12,900
1061
$74.1K 0.01%
3,300
-6,022
1062
$74K 0.01%
+3,632
1063
$73.9K 0.01%
+2,613
1064
$73.9K 0.01%
+1,241
1065
$73.8K 0.01%
+5,900
1066
$73.6K 0.01%
+823
1067
$73.6K 0.01%
+2,000
1068
$73.5K 0.01%
+903
1069
$73.4K 0.01%
10,075
1070
$73.4K 0.01%
+3,500
1071
$73.4K 0.01%
+3,129
1072
$73.2K 0.01%
+1,309
1073
$73.2K 0.01%
+2,518
1074
$73K 0.01%
+1,416
1075
$72.9K 0.01%
+5,108