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
426
$739K 0.04%
11,477
-253
427
$737K 0.04%
12,003
+7,235
428
$736K 0.04%
9,501
-675
429
$733K 0.04%
6,044
+161
430
$732K 0.04%
6,706
+1,324
431
$731K 0.04%
14,136
+4,043
432
$725K 0.04%
20,542
+14,792
433
$724K 0.04%
2,563
-8,999
434
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22,936
+2,235
435
$720K 0.04%
18,440
+1,530
436
$719K 0.04%
23,170
-7,110
437
$718K 0.04%
13,540
+26
438
$713K 0.04%
4,273
+591
439
$710K 0.04%
38,391
+9,241
440
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30,435
-2,510
441
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36,141
-1,146
442
$708K 0.04%
17,367
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443
$707K 0.04%
20,594
+3,563
444
$706K 0.04%
14,019
-2,387
445
$706K 0.04%
13,990
+7,865
446
$702K 0.04%
2,947
+493
447
$701K 0.04%
13,266
-13,696
448
$701K 0.04%
+57,950
449
$700K 0.04%
12,701
+738
450
$699K 0.04%
11,468
+4,663
16 17
18
19 20