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
$1.29B
AUM Growth
+$87.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
913
New
Increased
Reduced
Closed

Top Buys

1
+$5.76M
2
+$5.68M
3
+$5.42M
4
IJH icon
iShares Core S&P Mid-Cap ETF
IJH
+$2.84M
5
FDN icon
First Trust Dow Jones Internet Index Fund ETF
FDN
+$2.8M

Top Sells

1
+$12.8M
2
+$10.8M
3
+$4.27M
4
IYR icon
iShares US Real Estate ETF
IYR
+$2.44M
5
SWKS icon
Skyworks Solutions
SWKS
+$2.43M

Sector Composition

1 Technology 6.01%
2 Financials 5.15%
3 Industrials 4.95%
4 Healthcare 4.67%
5 Consumer Staples 4.34%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
351
$670K 0.05%
7,663
-236
352
$668K 0.05%
5,726
-275
353
$667K 0.05%
23,459
+7,628
354
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10,153
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355
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17,544
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356
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7,182
-481
357
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27,044
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358
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64,377
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359
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360
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12,870
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361
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12,374
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362
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2,125
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363
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5,141
-1,382
364
$648K 0.05%
34,629
+4,294
365
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366
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367
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13,468
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368
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23,765
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369
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25,505
370
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24,540
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371
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11,478
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372
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15,764
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373
$625K 0.05%
12,246
-110
374
$625K 0.05%
+19,800
375
$625K 0.05%
35,065
-542
13 14
15
16 17