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
1751
$19.1K ﹤0.01%
+1,764
1752
$19K ﹤0.01%
+2,207
1753
$19K ﹤0.01%
+180
1754
$18.9K ﹤0.01%
+400
1755
$18.9K ﹤0.01%
+475
1756
$18.9K ﹤0.01%
+543
1757
$18.9K ﹤0.01%
+1,872
1758
$18.8K ﹤0.01%
+1,200
1759
$18.8K ﹤0.01%
+650
1760
$18.7K ﹤0.01%
+700
1761
$18.7K ﹤0.01%
+621
1762
$18.7K ﹤0.01%
+1,447
1763
$18.6K ﹤0.01%
+883
1764
$18.6K ﹤0.01%
+350
1765
$18.6K ﹤0.01%
+1,006
1766
$18.6K ﹤0.01%
+556
1767
$18.6K ﹤0.01%
+315
1768
$18.6K ﹤0.01%
+5,507
1769
$18.5K ﹤0.01%
+981
1770
$18.5K ﹤0.01%
+300
1771
$18.5K ﹤0.01%
+1,250
1772
$18.4K ﹤0.01%
+750
1773
$18.4K ﹤0.01%
+966
1774
$18.4K ﹤0.01%
+1,415
1775
$18.4K ﹤0.01%
+4,696