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
1826
$16.1K ﹤0.01%
+495
1827
$16.1K ﹤0.01%
+1,600
1828
$16.1K ﹤0.01%
+597
1829
$16.1K ﹤0.01%
+902
1830
$16.1K ﹤0.01%
+500
1831
$16.1K ﹤0.01%
+106
1832
$15.9K ﹤0.01%
+1,333
1833
$15.9K ﹤0.01%
+1,000
1834
$15.8K ﹤0.01%
+359
1835
$15.7K ﹤0.01%
+2,000
1836
$15.7K ﹤0.01%
+1,032
1837
$15.6K ﹤0.01%
+1,500
1838
$15.6K ﹤0.01%
+1,208
1839
$15.6K ﹤0.01%
+520
1840
$15.6K ﹤0.01%
+1,000
1841
$15.5K ﹤0.01%
+3,172
1842
$15.5K ﹤0.01%
+240
1843
$15.5K ﹤0.01%
+215
1844
$15.5K ﹤0.01%
+217
1845
$15.5K ﹤0.01%
+1,545
1846
$15.5K ﹤0.01%
+697
1847
$15.4K ﹤0.01%
+268
1848
$15.3K ﹤0.01%
+1,126
1849
$15.3K ﹤0.01%
+500
1850
$15.3K ﹤0.01%
+200