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
426
$392K 0.04%
11,336
+2,680
427
$392K 0.04%
7,868
+438
428
$390K 0.04%
17,121
429
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+9,735
430
$388K 0.04%
22,300
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431
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+1,622
432
$387K 0.04%
3,111
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433
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16,213
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435
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19,921
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436
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437
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-194
438
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40,809
-45,202
439
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+8,000
440
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+10,781
441
$381K 0.04%
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443
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6,452
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5,467
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446
$376K 0.04%
11,698
-3,922
447
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14,685
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448
$374K 0.04%
11,650
-1,775
449
$373K 0.04%
3,184
+192
450
$373K 0.04%
6,509
-576
16 17
18
19 20