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
451
$697K 0.04%
7,363
+3,907
452
$692K 0.04%
4,654
-448
453
$687K 0.04%
7,557
-124
454
$684K 0.04%
3,671
+1,092
455
$679K 0.04%
19,184
-1,677
456
$678K 0.03%
5,351
-1,215
457
$677K 0.03%
16,958
-2,069
458
$677K 0.03%
4,049
+4
459
$675K 0.03%
6,828
-37
460
$671K 0.03%
13,867
-8,870
461
$669K 0.03%
1,929
-119
462
$667K 0.03%
6,121
+332
463
$666K 0.03%
4,108
+1,035
464
$665K 0.03%
132,794
+1,531
465
$661K 0.03%
22,350
+5,400
466
$658K 0.03%
+21,137
467
$649K 0.03%
12,140
-276
468
$645K 0.03%
18,481
+11
469
$644K 0.03%
12,808
+5,388
470
$640K 0.03%
19,192
+11,759
471
$638K 0.03%
14,031
+206
472
$638K 0.03%
7,479
-142
473
$638K 0.03%
7,651
+148
474
$635K 0.03%
+2,498
475
$629K 0.03%
9,530
-760
17 18
19
20 21