SPC

Sigma Planning Corp Portfolio holdings

AUM $3.62B
1-Year Est. Return 21.99%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+21.99%
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
+$8.45M
2
+$7.41M
3
+$7.4M
4
IWM icon
iShares Russell 2000 ETF
IWM
+$6.26M
5
IUSG icon
iShares Core S&P US Growth ETF
IUSG
+$5.04M

Top Sells

1
+$4.63M
2
+$3.97M
3
+$3.6M
4
IYR icon
iShares US Real Estate ETF
IYR
+$1.86M
5
IJJ icon
iShares S&P Mid-Cap 400 Value ETF
IJJ
+$1.6M

Sector Composition

1 Technology 5.03%
2 Consumer Staples 4.87%
3 Financials 4.79%
4 Industrials 4.53%
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
$389K 0.04%
+9,735
430
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+1,622
431
$388K 0.04%
22,300
-100
432
$387K 0.04%
3,111
+106
433
$387K 0.04%
20,238
-975
434
$387K 0.04%
16,213
+3,330
435
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19,921
+1,475
436
$385K 0.04%
10,666
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437
$384K 0.04%
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-194
438
$383K 0.04%
40,809
-45,202
439
$382K 0.04%
+8,000
440
$381K 0.04%
6,530
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441
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442
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443
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6,452
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445
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5,467
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446
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11,698
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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