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
2251
$5.83K ﹤0.01%
+200
2252
$5.83K ﹤0.01%
+100
2253
$5.83K ﹤0.01%
+400
2254
$5.82K ﹤0.01%
+1,567
2255
$5.8K ﹤0.01%
+344
2256
$5.79K ﹤0.01%
+200
2257
$5.75K ﹤0.01%
+700
2258
$5.75K ﹤0.01%
+125
2259
$5.74K ﹤0.01%
+144
2260
$5.73K ﹤0.01%
+150
2261
$5.73K ﹤0.01%
+40
2262
$5.72K ﹤0.01%
+142
2263
$5.69K ﹤0.01%
+150
2264
$5.69K ﹤0.01%
+197
2265
$5.67K ﹤0.01%
+200
2266
$5.65K ﹤0.01%
+39
2267
$5.6K ﹤0.01%
+120
2268
$5.59K ﹤0.01%
+50
2269
$5.58K ﹤0.01%
+200
2270
$5.56K ﹤0.01%
+300
2271
$5.56K ﹤0.01%
+240
2272
$5.55K ﹤0.01%
+246
2273
$5.54K ﹤0.01%
+100
2274
$5.54K ﹤0.01%
+375
2275
$5.52K ﹤0.01%
+73