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
$1.94B
AUM Growth
+$181M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,057
New
Increased
Reduced
Closed

Top Buys

1
+$9.28M
2
+$8.59M
3
+$6.98M
4
IVW icon
iShares S&P 500 Growth ETF
IVW
+$5.82M
5
SPY icon
SPDR S&P 500 ETF Trust
SPY
+$5.41M

Top Sells

1
+$5.42M
2
+$5.26M
3
+$5.23M
4
AU icon
AngloGold Ashanti
AU
+$3.57M
5
IJJ icon
iShares S&P Mid-Cap 400 Value ETF
IJJ
+$3.43M

Sector Composition

1 Technology 7.38%
2 Financials 4.66%
3 Healthcare 4.23%
4 Consumer Discretionary 4.2%
5 Industrials 4.12%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
401
$800K 0.04%
9,345
-1,217
402
$799K 0.04%
+23,440
403
$791K 0.04%
14,669
-595
404
$791K 0.04%
+44,276
405
$789K 0.04%
6,172
-3,263
406
$787K 0.04%
13,816
+1,610
407
$787K 0.04%
13,049
-591
408
$787K 0.04%
12,293
+92
409
$782K 0.04%
13,499
+34
410
$782K 0.04%
14,243
-656
411
$780K 0.04%
4,569
+1,529
412
$780K 0.04%
25,156
-1,593
413
$777K 0.04%
9,019
+1,154
414
$773K 0.04%
22,544
-5,797
415
$768K 0.04%
5,894
+529
416
$765K 0.04%
10,472
+2,047
417
$764K 0.04%
47,646
+3,184
418
$757K 0.04%
8,768
+4,700
419
$757K 0.04%
52,849
+1,173
420
$755K 0.04%
9,441
+2,026
421
$749K 0.04%
14,011
-3,992
422
$748K 0.04%
8,095
-4,328
423
$746K 0.04%
36,195
+3,150
424
$743K 0.04%
15,069
+1,733
425
$739K 0.04%
23,009
+2,114
15 16
17
18 19