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
351
$495K 0.05%
+547
352
$491K 0.05%
+95,075
353
$485K 0.05%
2,905
-186
354
$484K 0.05%
2,805
+191
355
$484K 0.05%
5,042
-366
356
$483K 0.05%
5,148
+291
357
$478K 0.05%
16,086
-3,036
358
$478K 0.05%
4,546
+1,051
359
$476K 0.05%
9,555
-1,214
360
$476K 0.05%
33,130
-1,025
361
$475K 0.05%
17,571
-2,908
362
$474K 0.05%
4,091
+826
363
$470K 0.05%
2,643
+1,222
364
$470K 0.05%
19,452
+1,322
365
$466K 0.05%
12,619
+4,325
366
$466K 0.05%
39,959
-6,973
367
$465K 0.05%
18,679
-4,836
368
$464K 0.05%
11,146
-592
369
$460K 0.05%
+11,901
370
$460K 0.05%
+8,574
371
$459K 0.05%
5,124
+144
372
$457K 0.05%
11,632
+1,812
373
$457K 0.05%
3,733
-220
374
$457K 0.05%
7,965
-309
375
$453K 0.05%
4,322
-390
13 14
15
16 17