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
1701
$20.8K ﹤0.01%
+1,350
1702
$20.7K ﹤0.01%
+1,200
1703
$20.7K ﹤0.01%
+800
1704
$20.7K ﹤0.01%
+677
1705
$20.6K ﹤0.01%
+230
1706
$20.5K ﹤0.01%
+948
1707
$20.5K ﹤0.01%
+340
1708
$20.4K ﹤0.01%
+2,000
1709
$20.3K ﹤0.01%
+1,061
1710
$20.1K ﹤0.01%
+844
1711
$20.1K ﹤0.01%
+643
1712
$20.1K ﹤0.01%
+1,035
1713
$20.1K ﹤0.01%
+7,500
1714
$20.1K ﹤0.01%
+161
1715
$20.1K ﹤0.01%
+742
1716
$20.1K ﹤0.01%
+241
1717
$20K ﹤0.01%
+1,020
1718
$20K ﹤0.01%
+520
1719
$20K ﹤0.01%
+2,128
1720
$20K ﹤0.01%
+194
1721
$19.9K ﹤0.01%
+1,459
1722
$19.9K ﹤0.01%
+2,560
1723
$19.8K ﹤0.01%
+1,050
1724
$19.8K ﹤0.01%
+1,080
1725
$19.8K ﹤0.01%
+216