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
276
$704K 0.08%
19,133
+7,234
277
$701K 0.08%
18,065
+1,300
278
$697K 0.08%
20,466
-431
279
$695K 0.08%
9,524
-359
280
$694K 0.08%
7,842
+39
281
$683K 0.07%
+16,235
282
$673K 0.07%
6,844
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283
$670K 0.07%
5,471
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284
$669K 0.07%
7,656
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285
$668K 0.07%
27,094
-1,771
286
$667K 0.07%
26,482
+1,993
287
$663K 0.07%
5,893
+50
288
$662K 0.07%
12,234
+243
289
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13,843
-189
290
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7,047
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291
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21,584
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293
$641K 0.07%
44,301
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294
$639K 0.07%
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295
$638K 0.07%
22,246
-4,128
296
$637K 0.07%
16,518
+6,289
297
$632K 0.07%
10,622
-1,686
298
$631K 0.07%
5,630
+1,598
299
$629K 0.07%
11,568
-3,007
300
$628K 0.07%
18,183
-3,620
10 11
12
13 14