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
251
$792K 0.09%
14,212
+171
252
$791K 0.09%
17,437
+3,307
253
$788K 0.09%
+10,470
254
$786K 0.09%
34,772
+4,727
255
$779K 0.09%
10,573
+104
256
$779K 0.09%
36,745
+5,192
257
$777K 0.08%
36,667
+4,864
258
$770K 0.08%
38,657
+1,828
259
$767K 0.08%
15,349
+1,814
260
$766K 0.08%
19,207
-1,460
261
$757K 0.08%
36,209
-8,246
262
$753K 0.08%
12,106
+7,592
263
$745K 0.08%
80,031
-1,011
264
$737K 0.08%
+10,886
265
$736K 0.08%
6,175
-11,077
266
$733K 0.08%
21,050
+2,698
267
$732K 0.08%
15,469
+6,805
268
$729K 0.08%
38,777
-2,158
269
$726K 0.08%
45,864
+8,194
270
$723K 0.08%
5,707
-4,218
271
$722K 0.08%
6,989
+961
272
$711K 0.08%
6,499
+430
273
$710K 0.08%
41,937
-6,542
274
$709K 0.08%
16,040
+2,082
275
$706K 0.08%
4,968
+712
9 10
11
12 13