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
$1.06B
AUM Growth
+$31.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
849
New
Increased
Reduced
Closed

Top Buys

1
+$13M
2
+$4.86M
3
+$3.34M
4
IVW icon
iShares S&P 500 Growth ETF
IVW
+$2.05M
5
IEMG icon
iShares Core MSCI Emerging Markets ETF
IEMG
+$2.04M

Top Sells

1
+$7.95M
2
+$7.71M
3
+$3.22M
4
MDY icon
SPDR S&P MidCap 400 ETF Trust
MDY
+$2.75M
5
BN icon
Brookfield
BN
+$2.25M

Sector Composition

1 Technology 5.77%
2 Industrials 4.88%
3 Healthcare 4.87%
4 Financials 4.84%
5 Consumer Staples 4.36%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
526
$338K 0.03%
18,173
+1,204
527
$338K 0.03%
3,195
+216
528
$337K 0.03%
7,354
-145
529
$337K 0.03%
5,251
+26
530
$336K 0.03%
9,933
+1,799
531
$336K 0.03%
7,436
-29,224
532
$334K 0.03%
16,226
+830
533
$332K 0.03%
11,123
+12
534
$330K 0.03%
6,526
+2,435
535
$329K 0.03%
1,145
+268
536
$328K 0.03%
6,838
+501
537
$328K 0.03%
6,842
+80
538
$328K 0.03%
1,960
+129
539
$328K 0.03%
6,280
+191
540
$328K 0.03%
3,123
-17
541
$328K 0.03%
6,417
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542
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4,297
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543
$325K 0.03%
7,668
-28
544
$324K 0.03%
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-300
545
$323K 0.03%
11,732
-2,879
546
$322K 0.03%
7,064
-16,778
547
$321K 0.03%
7,161
+765
548
$321K 0.03%
+6,857
549
$320K 0.03%
171
+15
550
$319K 0.03%
5,694
+12
20 21
22
23 24