SPC

Sigma Planning Corp Portfolio holdings

AUM $3.33B
1-Year Est. Return 17.21%
This Quarter Est. Return
1 Year Est. Return
+17.21%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$1.94B
AUM Growth
+$181M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,057
New
Increased
Reduced
Closed

Top Buys

1
+$9.28M
2
+$8.59M
3
+$6.98M
4
IVW icon
iShares S&P 500 Growth ETF
IVW
+$5.82M
5
SPY icon
SPDR S&P 500 ETF Trust
SPY
+$5.41M

Top Sells

1
+$5.42M
2
+$5.26M
3
+$5.23M
4
AU icon
AngloGold Ashanti
AU
+$3.57M
5
IJJ icon
iShares S&P Mid-Cap 400 Value ETF
IJJ
+$3.43M

Sector Composition

1 Technology 7.38%
2 Financials 4.66%
3 Healthcare 4.23%
4 Consumer Discretionary 4.2%
5 Industrials 4.12%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$1.87M 0.1%
22,455
+683
227
$1.86M 0.1%
4,606
+564
228
$1.86M 0.1%
43,914
+1,495
229
$1.85M 0.1%
10,663
+444
230
$1.84M 0.1%
12,334
-346
231
$1.83M 0.09%
29,200
+8,022
232
$1.83M 0.09%
18,127
+557
233
$1.82M 0.09%
22,600
+2,834
234
$1.82M 0.09%
19,780
+41
235
$1.82M 0.09%
48,350
-20,084
236
$1.82M 0.09%
34,703
-109
237
$1.79M 0.09%
16,189
-854
238
$1.79M 0.09%
75,085
+29,340
239
$1.76M 0.09%
10,077
-873
240
$1.76M 0.09%
20,921
+2,566
241
$1.73M 0.09%
18,535
+43
242
$1.71M 0.09%
83,560
+25,448
243
$1.7M 0.09%
24,194
+11,351
244
$1.7M 0.09%
4,784
+23
245
$1.69M 0.09%
33,482
+15,312
246
$1.68M 0.09%
57,782
-6,724
247
$1.68M 0.09%
+30,912
248
$1.65M 0.09%
24,770
+2,407
249
$1.64M 0.08%
8,880
+163
250
$1.64M 0.08%
41,253
+23,962
8 9
10
11 12