SPC

Sigma Planning Corp Portfolio holdings

AUM $3.6B
1-Year Est. Return 24.63%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+24.63%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$3.52B
AUM Growth
+$191M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,382
New
Increased
Reduced
Closed

Top Buys

1
+$4.27M
2
+$3.77M
3
+$3.58M
4
CVX icon
Chevron
CVX
+$3.38M
5
SPMO icon
Invesco S&P 500 Momentum ETF
SPMO
+$3.08M

Top Sells

1
+$12.9M
2
+$9.65M
3
+$8.83M
4
ABBV icon
AbbVie
ABBV
+$8.72M
5
QQQ icon
Invesco QQQ Trust
QQQ
+$7.83M

Sector Composition

1 Technology 15.66%
2 Financials 4.45%
3 Consumer Discretionary 4.26%
4 Industrials 3.55%
5 Communication Services 3.45%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
401
$1.5M 0.04%
39,987
+1,850
402
$1.5M 0.04%
42,180
-1,848
403
$1.49M 0.04%
10,309
+772
404
$1.49M 0.04%
29,993
+891
405
$1.48M 0.04%
58,677
-61,942
406
$1.48M 0.04%
10,287
-105
407
$1.48M 0.04%
8,289
-1,402
408
$1.47M 0.04%
4,176
-142
409
$1.46M 0.04%
24,522
-2,965
410
$1.46M 0.04%
12,119
-7,133
411
$1.46M 0.04%
30,645
+1,737
412
$1.44M 0.04%
11,654
+1,663
413
$1.44M 0.04%
20,853
-2,969
414
$1.44M 0.04%
+4,213
415
$1.44M 0.04%
4,662
-479
416
$1.43M 0.04%
11,168
+6,011
417
$1.43M 0.04%
84,155
-1,703
418
$1.43M 0.04%
4,059
+1,959
419
$1.41M 0.04%
33,123
+21,895
420
$1.4M 0.04%
15,382
+4,088
421
$1.39M 0.04%
59,692
+1,562
422
$1.39M 0.04%
9,699
+5,869
423
$1.38M 0.04%
9,868
+119
424
$1.38M 0.04%
6,576
+3,348
425
$1.38M 0.04%
31,875
-1,014
15 16
17
18 19