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
$730M
AUM Growth
+$19.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
801
New
Increased
Reduced
Closed

Top Buys

1
+$5.89M
2
+$5.02M
3
+$4.35M
4
HYG icon
iShares iBoxx $ High Yield Corporate Bond ETF
HYG
+$4.13M
5
AGG icon
iShares Core US Aggregate Bond ETF
AGG
+$4.02M

Top Sells

1
+$6.19M
2
+$4.71M
3
+$3.74M
4
SSO icon
ProShares Ultra S&P500
SSO
+$3.73M
5
FV icon
First Trust Dorsey Wright Focus 5 ETF
FV
+$3.63M

Sector Composition

1 Consumer Staples 6.17%
2 Technology 5.87%
3 Healthcare 5.31%
4 Industrials 4.66%
5 Communication Services 4.32%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
551
$226K 0.03%
+3,548
552
$226K 0.03%
+6,898
553
$226K 0.03%
14,154
+52
554
$226K 0.03%
5,202
-483
555
$225K 0.03%
9,904
-2,155
556
$225K 0.03%
+2,879
557
$222K 0.03%
+2,558
558
$222K 0.03%
+15,300
559
$222K 0.03%
4,396
+268
560
$221K 0.03%
5,770
-191
561
$221K 0.03%
9,633
-1,443
562
$221K 0.03%
5,962
-204
563
$221K 0.03%
+4,330
564
$221K 0.03%
10,829
-329
565
$220K 0.03%
16,804
+2,433
566
$220K 0.03%
3,435
-2,553
567
$219K 0.03%
17,868
-242
568
$219K 0.03%
+7,858
569
$219K 0.03%
8,672
+1,862
570
$219K 0.03%
3,227
-105
571
$217K 0.03%
+19,621
572
$216K 0.03%
6,137
+155
573
$216K 0.03%
+13,377
574
$215K 0.03%
5,758
-108
575
$214K 0.03%
8,171
-270
21 22
23
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