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
$2.51B
AUM Growth
+$242M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,181
New
Increased
Reduced
Closed

Top Buys

1
+$16.6M
2
+$12.8M
3
+$12.5M
4
LQD icon
iShares iBoxx $ Investment Grade Corporate Bond ETF
LQD
+$11.7M
5
GLD icon
SPDR Gold Trust
GLD
+$8.19M

Top Sells

1
+$14.1M
2
+$10.6M
3
+$6.17M
4
FBT icon
First Trust NYSE Arca Biotechnology Index Fund
FBT
+$5.12M
5
IVW icon
iShares S&P 500 Growth ETF
IVW
+$5.1M

Sector Composition

1 Technology 11.85%
2 Consumer Discretionary 6.37%
3 Healthcare 4.98%
4 Communication Services 4.08%
5 Financials 3.85%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
426
$896K 0.04%
38,372
+482
427
$895K 0.04%
18,309
-8,996
428
$891K 0.04%
17,468
+182
429
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2,819
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430
$890K 0.04%
+48,417
431
$887K 0.04%
10,160
-446
432
$886K 0.04%
13,623
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433
$877K 0.03%
43,492
+3,510
434
$873K 0.03%
17,156
+1,530
435
$865K 0.03%
10,817
-12,429
436
$865K 0.03%
7,321
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437
$865K 0.03%
7,760
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438
$865K 0.03%
35,867
+1,397
439
$862K 0.03%
15,825
+2,001
440
$860K 0.03%
39,534
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441
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40,348
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442
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10,435
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443
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8,198
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444
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445
$844K 0.03%
36,928
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446
$839K 0.03%
26,441
+539
447
$832K 0.03%
+5,801
448
$832K 0.03%
20,456
-1,989
449
$832K 0.03%
36,268
+589
450
$828K 0.03%
17,553
+7,483
16 17
18
19 20