SPC

Sigma Planning Corp Portfolio holdings

AUM $3.33B
1-Year Est. Return 17.21%
This Quarter Est. Return
1 Year Est. Return
+17.21%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$2.51B
AUM Growth
+$242M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,181
New
Increased
Reduced
Closed

Top Buys

1
+$16.6M
2
+$12.8M
3
+$12.5M
4
LQD icon
iShares iBoxx $ Investment Grade Corporate Bond ETF
LQD
+$11.7M
5
GLD icon
SPDR Gold Trust
GLD
+$8.19M

Top Sells

1
+$14.1M
2
+$10.6M
3
+$6.17M
4
FBT icon
First Trust NYSE Arca Biotechnology Index Fund
FBT
+$5.12M
5
IVW icon
iShares S&P 500 Growth ETF
IVW
+$5.1M

Sector Composition

1 Technology 11.85%
2 Consumer Discretionary 6.37%
3 Healthcare 4.98%
4 Communication Services 4.08%
5 Financials 3.85%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
376
$1.08M 0.04%
21,395
+1,741
377
$1.08M 0.04%
33,198
+9,997
378
$1.07M 0.04%
9,379
-2,051
379
$1.07M 0.04%
27,022
+2,279
380
$1.07M 0.04%
5,934
-34
381
$1.07M 0.04%
42,928
-3,919
382
$1.07M 0.04%
13,713
-1,621
383
$1.06M 0.04%
60,843
-2,190
384
$1.06M 0.04%
14,350
+1,262
385
$1.05M 0.04%
127,564
+28,518
386
$1.05M 0.04%
9,869
+3,149
387
$1.05M 0.04%
29,336
+1,954
388
$1.05M 0.04%
18,791
+3,942
389
$1.04M 0.04%
4,726
-640
390
$1.04M 0.04%
30,417
-846
391
$1.02M 0.04%
31,011
+6,418
392
$1.01M 0.04%
81,993
-4,138
393
$1.01M 0.04%
91,779
-9,297
394
$1.01M 0.04%
11,580
-174
395
$1.01M 0.04%
12,965
+8,204
396
$1.01M 0.04%
27,076
-12,992
397
$1M 0.04%
30,609
-5,945
398
$1M 0.04%
32,228
-3,939
399
$1M 0.04%
9,020
+42
400
$999K 0.04%
8,047
+2,174
14 15
16
17 18