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
501
$322K 0.04%
+2,707
502
$321K 0.04%
+7,727
503
$320K 0.04%
4,646
-800
504
$318K 0.03%
6,752
+128
505
$316K 0.03%
6,876
+39
506
$315K 0.03%
17,558
-921
507
$314K 0.03%
6,220
+411
508
$313K 0.03%
3,930
+1
509
$313K 0.03%
14,921
+5,509
510
$311K 0.03%
2,823
+348
511
$311K 0.03%
14,922
512
$309K 0.03%
3,007
+203
513
$307K 0.03%
9,159
-2,917
514
$307K 0.03%
+10,316
515
$305K 0.03%
+7,960
516
$304K 0.03%
23,905
-970
517
$303K 0.03%
3,562
-40
518
$302K 0.03%
6,073
-5,549
519
$301K 0.03%
6,931
-399
520
$300K 0.03%
7,570
+577
521
$300K 0.03%
2,850
+680
522
$299K 0.03%
22,795
523
$299K 0.03%
5,093
+5
524
$298K 0.03%
17,188
+73
525
$297K 0.03%
22,051
+267
19 20
21
22 23