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
376
$452K 0.05%
9,157
+1,444
377
$449K 0.05%
31,367
-478
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$446K 0.05%
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380
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23,538
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381
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382
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383
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384
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385
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3,208
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3,282
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388
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389
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145,572
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390
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396
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25,679
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3,150
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399
$420K 0.05%
20,439
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400
$419K 0.05%
158,256
+13,104
14 15
16
17 18