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
376
$624K 0.05%
3,287
+1,355
377
$622K 0.05%
3,789
+334
378
$622K 0.05%
14,094
+3,144
379
$621K 0.05%
11,619
-805
380
$620K 0.05%
2,433
+656
381
$620K 0.05%
6,618
-319
382
$616K 0.05%
12,103
+1,507
383
$614K 0.05%
17,630
-11,395
384
$614K 0.05%
15,173
+851
385
$610K 0.05%
24,833
+1,135
386
$604K 0.05%
5,631
-291
387
$603K 0.05%
10,243
-679
388
$600K 0.05%
15,335
-4,708
389
$598K 0.05%
7,694
+582
390
$594K 0.05%
16,833
+3,318
391
$590K 0.05%
5,869
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392
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14,476
-6,532
393
$588K 0.05%
11,500
-5,452
394
$583K 0.04%
55,063
-47
395
$581K 0.04%
5,680
+1,072
396
$581K 0.04%
20,685
-739
397
$581K 0.04%
42,192
+4,953
398
$580K 0.04%
23,960
+3,044
399
$571K 0.04%
11,684
-481
400
$569K 0.04%
21,808
-6,672
14 15
16
17 18