SPC

Sigma Planning Corp Portfolio holdings

AUM $3.52B
1-Year Est. Return 21.17%
This Quarter Est. Return
1 Year Est. Return
+21.17%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$913M
AUM Growth
+$75.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
823
New
Increased
Reduced
Closed

Top Buys

1
+$8.79M
2
+$7.62M
3
+$7.56M
4
IWM icon
iShares Russell 2000 ETF
IWM
+$6.61M
5
IUSG icon
iShares Core S&P US Growth ETF
IUSG
+$5.1M

Top Sells

1
+$4.67M
2
+$3.88M
3
+$3.32M
4
IYR icon
iShares US Real Estate ETF
IYR
+$1.89M
5
IJJ icon
iShares S&P Mid-Cap 400 Value ETF
IJJ
+$1.68M

Sector Composition

1 Technology 5.04%
2 Consumer Staples 4.87%
3 Financials 4.79%
4 Industrials 4.52%
5 Healthcare 4.29%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$902K 0.1%
22,313
+12,522
227
$887K 0.1%
+44,434
228
$876K 0.1%
52,415
-835
229
$876K 0.1%
17,053
+218
230
$872K 0.1%
18,034
+2,185
231
$868K 0.09%
7,092
+255
232
$867K 0.09%
20,485
-6,252
233
$861K 0.09%
14,276
-3,812
234
$853K 0.09%
22,188
+188
235
$847K 0.09%
17,326
-2,966
236
$847K 0.09%
10,234
+527
237
$843K 0.09%
23,255
+12,551
238
$839K 0.09%
10,808
-157
239
$837K 0.09%
12,842
-250
240
$835K 0.09%
+22,128
241
$831K 0.09%
24,060
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242
$831K 0.09%
10,337
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243
$823K 0.09%
38,919
+5,273
244
$819K 0.09%
18,312
-476
245
$819K 0.09%
6,353
-2,385
246
$813K 0.09%
14,505
-1,940
247
$806K 0.09%
13,567
+3,122
248
$804K 0.09%
9,663
-10,468
249
$799K 0.09%
12,683
+562
250
$798K 0.09%
12,770
-1,294
8 9
10
11 12