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
$2.51B
AUM Growth
+$242M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,181
New
Increased
Reduced
Closed

Top Buys

1
+$16.6M
2
+$12.8M
3
+$12.5M
4
LQD icon
iShares iBoxx $ Investment Grade Corporate Bond ETF
LQD
+$11.7M
5
GLD icon
SPDR Gold Trust
GLD
+$8.19M

Top Sells

1
+$14.1M
2
+$10.6M
3
+$6.17M
4
FBT icon
First Trust NYSE Arca Biotechnology Index Fund
FBT
+$5.12M
5
IVW icon
iShares S&P 500 Growth ETF
IVW
+$5.1M

Sector Composition

1 Technology 11.85%
2 Consumer Discretionary 6.37%
3 Healthcare 4.98%
4 Communication Services 4.08%
5 Financials 3.85%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
276
$1.65M 0.07%
20,234
-735
277
$1.65M 0.07%
9,974
-4,319
278
$1.65M 0.07%
11,216
+132
279
$1.63M 0.06%
49,995
-1,220
280
$1.62M 0.06%
48,587
+22,753
281
$1.61M 0.06%
3,484
-282
282
$1.6M 0.06%
33,345
+6,747
283
$1.6M 0.06%
7,585
-268
284
$1.59M 0.06%
27,750
+725
285
$1.59M 0.06%
7,032
+461
286
$1.59M 0.06%
14,107
+2,346
287
$1.59M 0.06%
+30,360
288
$1.58M 0.06%
28,628
-14,445
289
$1.58M 0.06%
9,548
+913
290
$1.57M 0.06%
20,816
+2,444
291
$1.56M 0.06%
63,187
-15,408
292
$1.56M 0.06%
53,334
+10,956
293
$1.55M 0.06%
88,332
-15,549
294
$1.55M 0.06%
7,216
+1,648
295
$1.55M 0.06%
23,661
+367
296
$1.55M 0.06%
8,122
-751
297
$1.55M 0.06%
573
+22
298
$1.53M 0.06%
18,935
+443
299
$1.53M 0.06%
70,692
-645
300
$1.52M 0.06%
6,869
-382
10 11
12
13 14