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
526
$296K 0.03%
3,262
+369
527
$295K 0.03%
6,458
-19,049
528
$295K 0.03%
8,242
+1,465
529
$294K 0.03%
1,263
+143
530
$293K 0.03%
9,312
+411
531
$293K 0.03%
+11,058
532
$293K 0.03%
2,216
+71
533
$291K 0.03%
25,547
-3,463
534
$289K 0.03%
12,520
-360
535
$288K 0.03%
19,998
+6,648
536
$288K 0.03%
3,109
+17
537
$287K 0.03%
12,250
-15,520
538
$286K 0.03%
5,280
+288
539
$284K 0.03%
3,748
-649
540
$282K 0.03%
19,330
+3,770
541
$281K 0.03%
11,278
-23,342
542
$280K 0.03%
4,631
-437
543
$278K 0.03%
8,388
-588
544
$277K 0.03%
17,747
-95
545
$277K 0.03%
6,434
+765
546
$276K 0.03%
14,685
-284
547
$275K 0.03%
13,418
-8,024
548
$275K 0.03%
4,515
+1,173
549
$275K 0.03%
+5,475
550
$275K 0.03%
+18,435
20 21
22
23 24