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
26
$11.3M 0.58%
220,288
+31,352
27
$11.2M 0.58%
333,342
-74,371
28
$11.2M 0.58%
30,666
+1,037
29
$11.1M 0.57%
153,443
+1,856
30
$10.9M 0.56%
77,909
+2,898
31
$10.8M 0.55%
400,446
-34,907
32
$10.5M 0.54%
54,622
+4,597
33
$9.83M 0.51%
115,914
-21,079
34
$9.56M 0.49%
88,837
-2,865
35
$9.23M 0.48%
64,198
+12,205
36
$8.77M 0.45%
78,401
-3,937
37
$8.72M 0.45%
99,908
-5,324
38
$8.43M 0.43%
82,836
+32,107
39
$8.34M 0.43%
72,384
+206
40
$8.29M 0.43%
39,925
-209
41
$8.28M 0.43%
31,125
-2,571
42
$8.14M 0.42%
136,528
+4,646
43
$8.1M 0.42%
141,738
+1,781
44
$7.91M 0.41%
45,564
+1,419
45
$7.83M 0.4%
71,365
+1,040
46
$7.75M 0.4%
136,932
-15,604
47
$7.52M 0.39%
139,180
+11,820
48
$7.41M 0.38%
184,638
+52,224
49
$7.19M 0.37%
34,567
+2,102
50
$6.82M 0.35%
133,843
-25,069
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