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
$1.49B
AUM Growth
+$134M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
961
New
Increased
Reduced
Closed

Top Buys

1
+$6.93M
2
+$6.31M
3
+$5.51M
4
IVW icon
iShares S&P 500 Growth ETF
IVW
+$5.16M
5
FLOT icon
iShares Floating Rate Bond ETF
FLOT
+$5.14M

Top Sells

1
+$5.85M
2
+$3.54M
3
+$2.94M
4
IVV icon
iShares Core S&P 500 ETF
IVV
+$2.45M
5
HBAN icon
Huntington Bancshares
HBAN
+$1.98M

Sector Composition

1 Technology 6.88%
2 Financials 4.76%
3 Healthcare 4.76%
4 Industrials 4.33%
5 Consumer Discretionary 4.05%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
526
$399K 0.03%
5,421
+2,502
527
$398K 0.03%
2,102
+441
528
$396K 0.03%
15,317
+8,103
529
$396K 0.03%
31,258
+21
530
$394K 0.03%
1,687
-131
531
$393K 0.03%
2,724
-43
532
$390K 0.03%
7,223
+3,029
533
$388K 0.03%
11,882
+686
534
$386K 0.03%
14,033
-1,509
535
$385K 0.03%
40,813
+38
536
$385K 0.03%
21,040
+370
537
$384K 0.03%
+10,680
538
$384K 0.03%
8,372
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539
$383K 0.03%
8,362
-5,838
540
$381K 0.03%
12,441
541
$379K 0.03%
6,018
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542
$378K 0.03%
3,671
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543
$377K 0.03%
10,338
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544
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21,603
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545
$375K 0.03%
9,736
-6,204
546
$375K 0.03%
24,072
+1,190
547
$374K 0.03%
34,722
+6,511
548
$374K 0.03%
7,218
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549
$374K 0.03%
6,981
+110
550
$373K 0.03%
+6,062
20 21
22
23 24