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
1576
$26.6K ﹤0.01%
+5,000
1577
$26.5K ﹤0.01%
+800
1578
$26.4K ﹤0.01%
+1,000
1579
$26.3K ﹤0.01%
+672
1580
$26.3K ﹤0.01%
+474
1581
$26.3K ﹤0.01%
+1,188
1582
$26.3K ﹤0.01%
+630
1583
$26.2K ﹤0.01%
+630
1584
$26.2K ﹤0.01%
+1,989
1585
$26.1K ﹤0.01%
+892
1586
$26.1K ﹤0.01%
+400
1587
$26K ﹤0.01%
+810
1588
$25.9K ﹤0.01%
+736
1589
$25.9K ﹤0.01%
+384
1590
$25.9K ﹤0.01%
+572
1591
$25.8K ﹤0.01%
+367
1592
$25.7K ﹤0.01%
1,284
+40
1593
$25.7K ﹤0.01%
+2,657
1594
$25.6K ﹤0.01%
+1,800
1595
$25.6K ﹤0.01%
+200
1596
$25.6K ﹤0.01%
+1,180
1597
$25.6K ﹤0.01%
+1,335
1598
$25.5K ﹤0.01%
+950
1599
$25.4K ﹤0.01%
+2,000
1600
$25.3K ﹤0.01%
+886