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
$1.03B
AUM Growth
+$120M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
842
New
Increased
Reduced
Closed

Top Buys

1
+$8.92M
2
+$8.33M
3
+$7M
4
AGG icon
iShares Core US Aggregate Bond ETF
AGG
+$3.5M
5
EMB icon
iShares JPMorgan USD Emerging Markets Bond ETF
EMB
+$3.07M

Top Sells

1
+$8.5M
2
+$8.01M
3
+$6.89M
4
IWM icon
iShares Russell 2000 ETF
IWM
+$4.44M
5
IJH icon
iShares Core S&P Mid-Cap ETF
IJH
+$3.55M

Sector Composition

1 Technology 5.49%
2 Financials 5.07%
3 Healthcare 4.9%
4 Industrials 4.77%
5 Consumer Staples 4.35%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
476
$391K 0.04%
5,701
+546
477
$389K 0.04%
11,976
+2,664
478
$389K 0.04%
20,469
+8,251
479
$386K 0.04%
9,130
+307
480
$386K 0.04%
18,241
+3,320
481
$384K 0.04%
3,921
+659
482
$382K 0.04%
7,648
-220
483
$382K 0.04%
12,895
+930
484
$380K 0.04%
2,205
-57
485
$380K 0.04%
14,611
486
$378K 0.04%
3,508
+407
487
$377K 0.04%
5,864
+382
488
$376K 0.04%
36,807
-4,002
489
$376K 0.04%
15,015
-3,664
490
$375K 0.04%
9,628
-963
491
$375K 0.04%
+153,206
492
$373K 0.04%
3,110
-74
493
$373K 0.04%
18,919
-1,494
494
$371K 0.04%
+5,548
495
$370K 0.04%
16,180
+752
496
$369K 0.04%
1,545
+260
497
$368K 0.04%
6,088
-442
498
$368K 0.04%
3,449
+10
499
$367K 0.04%
+5,984
500
$366K 0.04%
7,257
+170
18 19
20
21 22