SPC
Sigma Planning Corp Portfolio holdings
AUM
$3.33B
1-Year Return
17.21%
This Quarter Return
-0.52%
1 Year Return
+17.21%
3 Year Return
+65.27%
5 Year Return
+117.04%
10 Year Return
+263.51%
AUM
$1.36B
AUM Growth
+$69.5M
(+5.4%)
Cap. Flow
+$90.3M
Cap. Flow
% of AUM
6.65%
Top 10 Holdings %
Top 10 Hldgs %
19.41%
Holding
937
New
87
Increased
411
Reduced
335
Closed
81
Top Buys
| 1 |
SPDR Dow Jones Industrial Average ETF Trust
DIA
|
+$6.41M |
| 2 |
iShares S&P Mid-Cap 400 Growth ETF
IJK
|
+$6.28M |
| 3 |
iShares S&P 500 Growth ETF
IVW
|
+$5.66M |
| 4 |
iShares Core S&P 500 ETF
IVV
|
+$5.46M |
| 5 |
Fidelity Momentum Factor ETF
FDMO
|
+$4.6M |
Top Sells
| 1 |
Fidelity MSCI Consumer Staples Index ETF
FSTA
|
+$4.8M |
| 2 |
iShares JPMorgan USD Emerging Markets Bond ETF
EMB
|
+$4.54M |
| 3 |
Chemours
CC
|
+$4.34M |
| 4 |
Goldman Sachs ActiveBeta Emerging Markets Equity ETF
GEM
|
+$3.54M |
| 5 |
iShares Preferred and Income Securities ETF
PFF
|
+$3.05M |
Sector Composition
| 1 | Technology | 6.25% |
| 2 | Financials | 5.22% |
| 3 | Healthcare | 4.63% |
| 4 | Industrials | 4.57% |
| 5 | Consumer Discretionary | 3.77% |
