SPC
Sigma Planning Corp Portfolio holdings
AUM
$3.33B
1-Year Return
17.21%
This Quarter Return
+5.2%
1 Year Return
+17.21%
3 Year Return
+65.27%
5 Year Return
+117.04%
10 Year Return
+263.51%
AUM
$1.29B
AUM Growth
+$87.2M
(+7.3%)
Cap. Flow
+$34.6M
Cap. Flow
% of AUM
2.69%
Top 10 Holdings %
Top 10 Hldgs %
19.16%
Holding
913
New
74
Increased
425
Reduced
331
Closed
65
Top Buys
| 1 |
DuPont de Nemours
DD
|
+$5.76M |
| 2 |
iShares S&P 500 Value ETF
IVE
|
+$5.68M |
| 3 |
Fidelity MSCI Consumer Staples Index ETF
FSTA
|
+$5.42M |
| 4 |
iShares Core S&P Mid-Cap ETF
IJH
|
+$2.84M |
| 5 |
First Trust Dow Jones Internet Index Fund ETF
FDN
|
+$2.8M |
Top Sells
| 1 |
iShares Core S&P US Value ETF
IUSV
|
+$12.8M |
| 2 |
iShares Core S&P 500 ETF
IVV
|
+$10.8M |
| 3 |
Fidelity Nasdaq Composite Index ETF
ONEQ
|
+$4.27M |
| 4 |
iShares US Real Estate ETF
IYR
|
+$2.44M |
| 5 |
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% |
