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
401
$566K 0.04%
3,294
-196
402
$563K 0.04%
5,107
-455
403
$562K 0.04%
12,434
+89
404
$558K 0.04%
7,410
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405
$558K 0.04%
8,164
-64
406
$555K 0.04%
6,639
-2
407
$554K 0.04%
20,674
+400
408
$554K 0.04%
23,066
-8,107
409
$552K 0.04%
21,232
410
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21,902
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411
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13,004
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412
$547K 0.04%
4,068
+1,743
413
$544K 0.04%
3,751
+22
414
$544K 0.04%
20,407
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415
$543K 0.04%
31,978
-3,748
416
$541K 0.04%
14,557
-2,005
417
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3,740
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418
$539K 0.04%
10,147
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419
$536K 0.04%
34,731
-20,626
420
$532K 0.04%
+11,601
421
$529K 0.04%
5,056
+33
422
$527K 0.04%
21,053
+4,187
423
$525K 0.04%
10,014
-441
424
$524K 0.04%
4,414
+721
425
$523K 0.04%
23,578
+3,310
15 16
17
18 19