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
1451
$34.8K ﹤0.01%
+1,000
1452
$34.7K ﹤0.01%
+1,002
1453
$34.6K ﹤0.01%
+2,321
1454
$34.6K ﹤0.01%
+350
1455
$34.6K ﹤0.01%
+249
1456
$34.4K ﹤0.01%
+148
1457
$34.4K ﹤0.01%
+600
1458
$34.4K ﹤0.01%
+848
1459
$34.3K ﹤0.01%
+2,081
1460
$34.1K ﹤0.01%
+508
1461
$34.1K ﹤0.01%
+611
1462
$34K ﹤0.01%
+3,167
1463
$34K ﹤0.01%
+1,505
1464
$33.9K ﹤0.01%
+732
1465
$33.8K ﹤0.01%
+900
1466
$33.7K ﹤0.01%
+616
1467
$33.6K ﹤0.01%
+679
1468
$33.5K ﹤0.01%
+1,685
1469
$33.5K ﹤0.01%
+2,250
1470
$33.4K ﹤0.01%
+727
1471
$33.3K ﹤0.01%
+596
1472
$33.3K ﹤0.01%
+2,815
1473
$33.2K ﹤0.01%
+1,686
1474
$33.2K ﹤0.01%
+1,850
1475
$33.1K ﹤0.01%
+4,250