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
451
$372K 0.04%
2,262
-511
452
$372K 0.04%
5,178
-75
453
$371K 0.04%
19,089
-3,686
454
$370K 0.04%
2,244
+401
455
$369K 0.04%
15,967
-203
456
$368K 0.04%
2,557
-211
457
$367K 0.04%
7,534
+2,984
458
$366K 0.04%
14,611
459
$366K 0.04%
7,407
+2,036
460
$366K 0.04%
12,694
+4,441
461
$364K 0.04%
21,637
-2,923
462
$363K 0.04%
20,643
+247
463
$362K 0.04%
15,428
-265
464
$362K 0.04%
+13,214
465
$361K 0.04%
5,683
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466
$361K 0.04%
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467
$361K 0.04%
7,087
-871
468
$358K 0.04%
11,335
-3,022
469
$358K 0.04%
3,439
-210
470
$357K 0.04%
12,276
+462
471
$357K 0.04%
7,505
-117
472
$355K 0.04%
+15,862
473
$355K 0.04%
1,950
+165
474
$354K 0.04%
11,083
+1
475
$354K 0.04%
2,852
+4
17 18
19
20 21