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
276
$1.41M 0.07%
15,593
-14,986
277
$1.41M 0.07%
66,638
+13,181
278
$1.38M 0.07%
64,645
+10,183
279
$1.38M 0.07%
14,144
-51
280
$1.37M 0.07%
23,076
+1,389
281
$1.37M 0.07%
42,643
+10,137
282
$1.36M 0.07%
23,711
-5,826
283
$1.34M 0.07%
58,930
+11,580
284
$1.34M 0.07%
37,685
-2,069
285
$1.33M 0.07%
10,406
+1,618
286
$1.33M 0.07%
55,657
-2,013
287
$1.31M 0.07%
41,873
+4,551
288
$1.31M 0.07%
61,736
+10,317
289
$1.3M 0.07%
+26,450
290
$1.3M 0.07%
61,034
+10,205
291
$1.29M 0.07%
50,226
+6,291
292
$1.29M 0.07%
92,716
-2,156
293
$1.28M 0.07%
44,626
+188
294
$1.28M 0.07%
25,672
+200
295
$1.28M 0.07%
11,304
-2,732
296
$1.28M 0.07%
60,516
+8,816
297
$1.27M 0.07%
9,290
+1,093
298
$1.27M 0.07%
22,327
-288
299
$1.27M 0.07%
21,714
-10,107
300
$1.27M 0.07%
160,490
-3,970
10 11
12
13 14