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
326
$549K 0.06%
5,428
-27
327
$548K 0.06%
40,921
+3,658
328
$539K 0.06%
12,807
+872
329
$536K 0.06%
21,447
-217
330
$536K 0.06%
20,980
331
$535K 0.06%
5,061
-108
332
$534K 0.06%
19,756
-10,506
333
$534K 0.06%
12,045
+59
334
$529K 0.06%
15,293
-4,363
335
$526K 0.06%
6,142
+591
336
$525K 0.06%
9,744
+358
337
$523K 0.06%
5,521
-98
338
$522K 0.06%
+16,193
339
$521K 0.06%
4,289
+487
340
$520K 0.06%
5,192
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341
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342
$515K 0.06%
27,831
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343
$512K 0.06%
21,927
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344
$512K 0.06%
6,825
345
$510K 0.06%
38,643
+21,226
346
$508K 0.06%
20,144
+8,577
347
$507K 0.06%
22,100
-574
348
$503K 0.06%
1,321
+2
349
$502K 0.05%
25,904
-4,688
350
$501K 0.05%
12,704
+194
12 13
14
15 16