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
301
$1.27M 0.07%
15,265
+2,249
302
$1.27M 0.07%
120,497
+49,622
303
$1.26M 0.06%
107,061
+8,289
304
$1.25M 0.06%
4,261
-190
305
$1.25M 0.06%
32,391
+2,803
306
$1.24M 0.06%
10,552
+420
307
$1.24M 0.06%
9,118
+1,859
308
$1.24M 0.06%
8,118
-1,770
309
$1.22M 0.06%
77,478
+66,183
310
$1.22M 0.06%
9,703
-54
311
$1.21M 0.06%
32,865
+8,210
312
$1.18M 0.06%
35,605
+5,131
313
$1.18M 0.06%
9,277
+1,510
314
$1.17M 0.06%
16,995
+1,142
315
$1.15M 0.06%
61,524
+3,195
316
$1.15M 0.06%
37,087
+674
317
$1.14M 0.06%
32,870
-8,892
318
$1.14M 0.06%
22,469
-5,003
319
$1.13M 0.06%
20,592
+2,449
320
$1.13M 0.06%
11,146
+6,740
321
$1.12M 0.06%
5,641
+126
322
$1.12M 0.06%
13,653
+621
323
$1.11M 0.06%
43,599
+1,663
324
$1.11M 0.06%
38,308
-822
325
$1.1M 0.06%
36,740
+5,940
11 12
13
14 15