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
1526
$29.8K ﹤0.01%
+1,000
1527
$29.8K ﹤0.01%
+1,000
1528
$29.8K ﹤0.01%
+357
1529
$29.8K ﹤0.01%
+673
1530
$29.7K ﹤0.01%
+2,667
1531
$29.7K ﹤0.01%
+754
1532
$29.5K ﹤0.01%
+380
1533
$29.5K ﹤0.01%
+1,400
1534
$29.5K ﹤0.01%
+1,918
1535
$29.3K ﹤0.01%
+2,636
1536
$29.1K ﹤0.01%
+956
1537
$29K ﹤0.01%
+1,100
1538
$29K ﹤0.01%
+2,800
1539
$28.9K ﹤0.01%
+2,300
1540
$28.9K ﹤0.01%
+1,381
1541
$28.9K ﹤0.01%
+2,096
1542
$28.8K ﹤0.01%
2,000
-23,400
1543
$28.8K ﹤0.01%
+1,912
1544
$28.7K ﹤0.01%
+3,400
1545
$28.6K ﹤0.01%
+782
1546
$28.4K ﹤0.01%
+490
1547
$28.4K ﹤0.01%
+1,496
1548
$28.2K ﹤0.01%
+400
1549
$28.2K ﹤0.01%
+271
1550
$28.2K ﹤0.01%
+1,000