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
301
$616K 0.07%
15,127
-704
302
$612K 0.07%
11,296
+6,282
303
$608K 0.07%
10,782
+789
304
$603K 0.07%
10,768
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305
$603K 0.07%
33,641
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306
$601K 0.07%
12,207
-1,940
307
$597K 0.07%
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308
$593K 0.06%
8,341
-1,809
309
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6,807
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310
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5,645
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311
$586K 0.06%
18,023
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312
$586K 0.06%
24,639
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313
$584K 0.06%
+10,504
314
$583K 0.06%
4,988
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315
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317
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22,402
318
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3,027
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319
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320
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+29,622
321
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322
$557K 0.06%
9,415
-3,192
323
$556K 0.06%
11,405
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324
$552K 0.06%
27,730
-9,290
325
$549K 0.06%
21,676
-1,206
11 12
13
14 15