SPC
Sigma Planning Corp Portfolio holdings
AUM
$3.33B
1-Year Return
17.21%
This Quarter Return
+2.08%
1 Year Return
+17.21%
3 Year Return
+65.27%
5 Year Return
+117.04%
10 Year Return
+263.51%
AUM
$1.06B
AUM Growth
+$31.2M
(+3%)
Cap. Flow
+$14.6M
Cap. Flow
% of AUM
1.37%
Top 10 Holdings %
Top 10 Hldgs %
17.94%
Holding
849
New
73
Increased
389
Reduced
307
Closed
60
Top Buys
| 1 |
iShares Core S&P 500 ETF
IVV
|
+$13M |
| 2 |
iShares Core S&P US Value ETF
IUSV
|
+$4.86M |
| 3 |
iShares MSCI ACWI ETF
ACWI
|
+$3.34M |
| 4 |
iShares S&P 500 Growth ETF
IVW
|
+$2.05M |
| 5 |
iShares Core MSCI Emerging Markets ETF
IEMG
|
+$2.04M |
Top Sells
| 1 |
iShares Core S&P Total US Stock Market ETF
ITOT
|
+$7.95M |
| 2 |
iShares Core High Dividend ETF
HDV
|
+$7.71M |
| 3 |
iShares Russell 2000 ETF
IWM
|
+$3.22M |
| 4 |
SPDR S&P MidCap 400 ETF Trust
MDY
|
+$2.75M |
| 5 |
Brookfield
BN
|
+$2.25M |
Sector Composition
| 1 | Technology | 5.77% |
| 2 | Industrials | 4.88% |
| 3 | Healthcare | 4.87% |
| 4 | Financials | 4.84% |
| 5 | Consumer Staples | 4.36% |
