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
$1.29B
AUM Growth
+$87.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
913
New
Increased
Reduced
Closed

Top Buys

1
+$5.76M
2
+$5.68M
3
+$5.42M
4
IJH icon
iShares Core S&P Mid-Cap ETF
IJH
+$2.84M
5
FDN icon
First Trust Dow Jones Internet Index Fund ETF
FDN
+$2.8M

Top Sells

1
+$12.8M
2
+$10.8M
3
+$4.27M
4
IYR icon
iShares US Real Estate ETF
IYR
+$2.44M
5
SWKS icon
Skyworks Solutions
SWKS
+$2.43M

Sector Composition

1 Technology 6.01%
2 Financials 5.15%
3 Industrials 4.95%
4 Healthcare 4.67%
5 Consumer Staples 4.34%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
476
$436K 0.03%
23,192
-101,571
477
$434K 0.03%
22,839
-1,684
478
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3,697
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479
$431K 0.03%
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480
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481
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482
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22,608
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483
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484
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16,411
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485
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20,242
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486
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487
$422K 0.03%
6,304
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488
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4,028
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489
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490
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13,354
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495
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31,223
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496
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10,573
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497
$406K 0.03%
28,006
+17,715
498
$404K 0.03%
+14,233
499
$404K 0.03%
2,240
-513
500
$403K 0.03%
13,429
-64,435
18 19
20
21 22