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
$627M
AUM Growth
-$97.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
783
New
Increased
Reduced
Closed

Top Buys

1
+$6.74M
2
+$3.33M
3
+$2.62M
4
VNQ icon
Vanguard Real Estate ETF
VNQ
+$2.19M
5
SH icon
ProShares Short S&P500
SH
+$1.9M

Top Sells

1
+$3.68M
2
+$3.5M
3
+$3.14M
4
GOOG icon
Alphabet (Google) Class C
GOOG
+$2.72M
5
SDY icon
State Street SPDR S&P Dividend ETF
SDY
+$2.72M

Sector Composition

1 Healthcare 6.15%
2 Technology 5.66%
3 Consumer Staples 5.27%
4 Financials 4.6%
5 Industrials 4.51%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
526
$223K 0.04%
+8,212
527
$223K 0.04%
1,837
-2,885
528
$220K 0.03%
+1,475
529
$219K 0.03%
11,474
-7,604
530
$218K 0.03%
5,721
-554
531
$217K 0.03%
21,145
+10,256
532
$217K 0.03%
2,361
+92
533
$216K 0.03%
6,716
-109
534
$215K 0.03%
28,290
-373
535
$214K 0.03%
8,845
-499
536
$214K 0.03%
10,850
-7,028
537
$214K 0.03%
5,324
-171
538
$213K 0.03%
6,272
-612
539
$213K 0.03%
+4,293
540
$213K 0.03%
8,313
-26
541
$213K 0.03%
+27,119
542
$212K 0.03%
5,266
+1
543
$212K 0.03%
3,988
+5
544
$211K 0.03%
16,658
-246
545
$211K 0.03%
1,140
-48
546
$210K 0.03%
+511
547
$210K 0.03%
4,522
-422
548
$210K 0.03%
3,267
+74
549
$208K 0.03%
21,045
+8,037
550
$208K 0.03%
8,263
+128
20 21
22
23 24