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
1676
$21.8K ﹤0.01%
+2,782
1677
$21.8K ﹤0.01%
+750
1678
$21.8K ﹤0.01%
+449
1679
$21.8K ﹤0.01%
+1,160
1680
$21.7K ﹤0.01%
+1,200
1681
$21.7K ﹤0.01%
+1,140
1682
$21.6K ﹤0.01%
+713
1683
$21.6K ﹤0.01%
+344
1684
$21.6K ﹤0.01%
+135
1685
$21.5K ﹤0.01%
+1,644
1686
$21.5K ﹤0.01%
+601
1687
$21.5K ﹤0.01%
+1,305
1688
$21.4K ﹤0.01%
+1,616
1689
$21.4K ﹤0.01%
+420
1690
$21.4K ﹤0.01%
+731
1691
$21.4K ﹤0.01%
+600
1692
$21.3K ﹤0.01%
+1,329
1693
$21.3K ﹤0.01%
+3,119
1694
$21.3K ﹤0.01%
+200
1695
$21.2K ﹤0.01%
+1,000
1696
$21.1K ﹤0.01%
+328
1697
$21K ﹤0.01%
+1,242
1698
$21K ﹤0.01%
+1,585
1699
$20.9K ﹤0.01%
+400
1700
$20.8K ﹤0.01%
+1,671