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
$627M
AUM Growth
-$97.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
783
New
Increased
Reduced
Closed

Top Buys

1
+$6.74M
2
+$3.33M
3
+$2.62M
4
VNQ icon
Vanguard Real Estate ETF
VNQ
+$2.19M
5
SH icon
ProShares Short S&P500
SH
+$1.9M

Top Sells

1
+$3.68M
2
+$3.5M
3
+$3.14M
4
GOOG icon
Alphabet (Google) Class C
GOOG
+$2.72M
5
SDY icon
State Street SPDR S&P Dividend ETF
SDY
+$2.72M

Sector Composition

1 Healthcare 6.15%
2 Technology 5.66%
3 Consumer Staples 5.27%
4 Financials 4.6%
5 Industrials 4.51%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
276
$541K 0.09%
8,319
-4,398
277
$534K 0.08%
9,945
-883
278
$534K 0.08%
6,958
-187
279
$531K 0.08%
21,270
-630
280
$530K 0.08%
5,343
+195
281
$526K 0.08%
13,372
-5,649
282
$525K 0.08%
12,551
+2,253
283
$521K 0.08%
5,603
-386
284
$516K 0.08%
19,952
-35
285
$513K 0.08%
38,911
-3,282
286
$511K 0.08%
14,089
-784
287
$511K 0.08%
10,785
-313
288
$511K 0.08%
41,986
-1,259
289
$509K 0.08%
15,100
+2,079
290
$504K 0.08%
30,405
-21,810
291
$504K 0.08%
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292
$503K 0.08%
46,120
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293
$502K 0.08%
5,560
-556
294
$499K 0.08%
3,632
+155
295
$499K 0.08%
57,010
+16,335
296
$497K 0.08%
4,022
-25,424
297
$490K 0.08%
13,867
-241
298
$489K 0.08%
6,593
-143
299
$488K 0.08%
5,751
-64
300
$482K 0.08%
9,672
+178
10 11
12
13 14