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
476
$627K 0.03%
7,658
+197
477
$627K 0.03%
19,828
+2,684
478
$626K 0.03%
38,621
+6,660
479
$625K 0.03%
15,132
-215
480
$625K 0.03%
574
+52
481
$619K 0.03%
198,961
-60,608
482
$615K 0.03%
26,976
+2,876
483
$614K 0.03%
25,044
+1,183
484
$612K 0.03%
19,135
-666
485
$612K 0.03%
22,310
-1,102
486
$612K 0.03%
+23,730
487
$611K 0.03%
13,834
+890
488
$611K 0.03%
10,769
+30
489
$610K 0.03%
5,869
+60
490
$609K 0.03%
7,827
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491
$608K 0.03%
22,850
+6,302
492
$608K 0.03%
9,948
-75
493
$605K 0.03%
15,394
-114
494
$604K 0.03%
25,505
495
$604K 0.03%
43,174
+1,499
496
$603K 0.03%
11,065
+3,299
497
$600K 0.03%
9,356
+4
498
$597K 0.03%
12,080
-584
499
$596K 0.03%
24,146
+331
500
$591K 0.03%
3,431
+137
18 19
20
21 22