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
2026
$10.4K ﹤0.01%
+100
2027
$10.4K ﹤0.01%
+285
2028
$10.4K ﹤0.01%
+276
2029
$10.4K ﹤0.01%
+1,997
2030
$10.3K ﹤0.01%
+1,000
2031
$10.3K ﹤0.01%
+586
2032
$10.3K ﹤0.01%
+283
2033
$10.3K ﹤0.01%
+200
2034
$10.2K ﹤0.01%
+1,027
2035
$10.2K ﹤0.01%
+2,000
2036
$10.2K ﹤0.01%
+402
2037
$10.2K ﹤0.01%
+300
2038
$10.1K ﹤0.01%
+283
2039
$10.1K ﹤0.01%
+182
2040
$10.1K ﹤0.01%
+356
2041
$10.1K ﹤0.01%
+500
2042
$10.1K ﹤0.01%
+100
2043
$10.1K ﹤0.01%
+150
2044
$10.1K ﹤0.01%
+331
2045
$10.1K ﹤0.01%
+3,540
2046
$10K ﹤0.01%
+200
2047
$10K ﹤0.01%
+700
2048
$9.97K ﹤0.01%
+350
2049
$9.97K ﹤0.01%
+684
2050
$9.93K ﹤0.01%
+500