SPC

Sigma Planning Corp Portfolio holdings

AUM $3.33B
1-Year Est. Return 17.21%
This Quarter Est. Return
1 Year Est. Return
+17.21%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$1.94B
AUM Growth
+$181M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,057
New
Increased
Reduced
Closed

Top Buys

1
+$9.28M
2
+$8.59M
3
+$6.98M
4
IVW icon
iShares S&P 500 Growth ETF
IVW
+$5.82M
5
SPY icon
SPDR S&P 500 ETF Trust
SPY
+$5.41M

Top Sells

1
+$5.42M
2
+$5.26M
3
+$5.23M
4
AU icon
AngloGold Ashanti
AU
+$3.57M
5
IJJ icon
iShares S&P Mid-Cap 400 Value ETF
IJJ
+$3.43M

Sector Composition

1 Technology 7.38%
2 Financials 4.66%
3 Healthcare 4.23%
4 Consumer Discretionary 4.2%
5 Industrials 4.12%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
526
$538K 0.03%
16,303
+3,205
527
$537K 0.03%
4,665
-28
528
$536K 0.03%
7,794
+2,199
529
$536K 0.03%
13,920
-10,969
530
$536K 0.03%
10,160
-1,473
531
$530K 0.03%
+10,845
532
$530K 0.03%
2,942
+1,524
533
$524K 0.03%
7,313
-359
534
$522K 0.03%
2,871
-175
535
$522K 0.03%
5,868
536
$521K 0.03%
54,874
+4,050
537
$519K 0.03%
5,165
-704
538
$519K 0.03%
16,593
+508
539
$517K 0.03%
+10,686
540
$515K 0.03%
36,590
-3,401
541
$512K 0.03%
21,497
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542
$512K 0.03%
18,264
-1,391
543
$509K 0.03%
6,760
+1,970
544
$508K 0.03%
20,155
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545
$508K 0.03%
+14,211
546
$506K 0.03%
29,003
-1,172
547
$504K 0.03%
29,129
+6,968
548
$503K 0.03%
26,750
+1,800
549
$502K 0.03%
6,131
+512
550
$500K 0.03%
45,850
-12,167
20 21
22
23 24