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
476
$353K 0.04%
31,620
-750
477
$352K 0.04%
24,447
+10,698
478
$351K 0.04%
+4,087
479
$350K 0.04%
11,206
-6,135
480
$348K 0.04%
+14,426
481
$348K 0.04%
9,138
+400
482
$346K 0.04%
3,229
-307
483
$345K 0.04%
6,050
484
$343K 0.04%
5,091
-584
485
$343K 0.04%
16,042
+13
486
$343K 0.04%
+13,200
487
$342K 0.04%
10,591
-959
488
$341K 0.04%
23,338
+4,319
489
$341K 0.04%
5,155
+436
490
$340K 0.04%
15,518
-396
491
$338K 0.04%
4,931
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492
$338K 0.04%
5,094
-238
493
$335K 0.04%
4,574
+10
494
$334K 0.04%
+5,482
495
$332K 0.04%
37,004
-3,051
496
$328K 0.04%
12,138
-8,550
497
$328K 0.04%
11,965
+2,785
498
$328K 0.04%
+23,025
499
$327K 0.04%
2,474
-61
500
$325K 0.04%
+13,550
18 19
20
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