SPC
Sigma Planning Corp Portfolio holdings
AUM
$3.33B
1-Year Return
17.21%
This Quarter Return
+10.26%
1 Year Return
+17.21%
3 Year Return
+65.27%
5 Year Return
+117.04%
10 Year Return
+263.51%
AUM
$1.28B
AUM Growth
-$1.39B
(-52%)
Cap. Flow
-$1.63B
Cap. Flow
% of AUM
-127.16%
Top 10 Holdings %
Top 10 Hldgs %
23.75%
Holding
1,224
New
33
Increased
29
Reduced
773
Closed
380
Top Buys
| 1 |
FT Vest US Equity Buffer ETF December
FDEC
|
+$14.2M |
| 2 |
iShares Broad USD Investment Grade Corporate Bond ETF
USIG
|
+$4.35M |
| 3 |
iShares 5-10 Year Investment Grade Corporate Bond ETF
IGIB
|
+$4.01M |
| 4 |
iShares Global 100 ETF
IOO
|
+$3.98M |
| 5 |
Invesco S&P 500 Top 50 ETF
XLG
|
+$2.14M |
Top Sells
| 1 |
Apple
AAPL
|
+$101M |
| 2 |
iShares Core S&P 500 ETF
IVV
|
+$82.9M |
| 3 |
Amazon
AMZN
|
+$33.8M |
| 4 |
Microsoft
MSFT
|
+$32.3M |
| 5 |
FT Vest US Equity Buffer ETF August
FAUG
|
+$26.9M |
Sector Composition
| 1 | Technology | 11.6% |
| 2 | Healthcare | 4.94% |
| 3 | Consumer Discretionary | 4.41% |
| 4 | Financials | 4.22% |
| 5 | Industrials | 3.3% |
