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
401
$417K 0.05%
19,959
402
$417K 0.05%
7,205
+871
403
$416K 0.05%
7,289
+11
404
$415K 0.05%
3,837
-12
405
$414K 0.05%
27,275
-942
406
$413K 0.05%
8,218
-1,986
407
$413K 0.05%
10,984
-638
408
$412K 0.05%
35,048
+64
409
$409K 0.04%
3,110
-2,455
410
$408K 0.04%
5,504
-438
411
$408K 0.04%
1,826
+99
412
$408K 0.04%
8,823
-7
413
$408K 0.04%
25,008
+937
414
$406K 0.04%
15,767
-9,002
415
$404K 0.04%
3,922
-152
416
$403K 0.04%
2,431
+1,125
417
$398K 0.04%
7,918
+531
418
$398K 0.04%
13,790
-1,100
419
$397K 0.04%
10,767
+2,154
420
$396K 0.04%
7,942
-90
421
$395K 0.04%
16,811
+821
422
$394K 0.04%
3,418
+575
423
$394K 0.04%
20,413
+1,086
424
$394K 0.04%
32,068
+4,440
425
$394K 0.04%
4,909
-96
15 16
17
18 19