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 5.03%
2 Consumer Staples 4.87%
3 Financials 4.79%
4 Industrials 4.53%
5 Healthcare 4.29%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$6.71M 0.73%
44,307
+1,054
27
$6.63M 0.72%
56,590
-3,258
28
$6.5M 0.71%
73,377
+6,497
29
$6.44M 0.7%
71,315
+3,419
30
$6.42M 0.7%
128,323
+119
31
$6.3M 0.69%
53,558
+4,234
32
$6.03M 0.66%
279,355
+16,300
33
$5.83M 0.64%
19,318
+3,127
34
$5.81M 0.63%
69,049
+8,896
35
$5.6M 0.61%
461,959
-29,198
36
$5.43M 0.59%
77,622
-854
37
$5.43M 0.59%
33,327
-499
38
$5.31M 0.58%
52,413
+14,851
39
$5.24M 0.57%
247,530
+74,230
40
$5.23M 0.57%
45,428
+2,601
41
$5.14M 0.56%
96,221
+2,664
42
$4.86M 0.53%
173,207
+92,937
43
$4.85M 0.53%
64,618
+7,222
44
$4.72M 0.52%
55,950
-5,793
45
$4.56M 0.5%
52,682
+26,549
46
$3.96M 0.43%
128,653
+17,527
47
$3.88M 0.42%
44,945
+4,221
48
$3.81M 0.42%
36,581
-7,057
49
$3.71M 0.41%
70,218
+2,305
50
$3.62M 0.4%
163,830
+9,607
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