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
$913M
AUM Growth
+$75.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
823
New
Increased
Reduced
Closed

Top Buys

1
+$8.79M
2
+$7.62M
3
+$7.56M
4
IWM icon
iShares Russell 2000 ETF
IWM
+$6.61M
5
IUSG icon
iShares Core S&P US Growth ETF
IUSG
+$5.1M

Top Sells

1
+$4.67M
2
+$3.88M
3
+$3.32M
4
IYR icon
iShares US Real Estate ETF
IYR
+$1.89M
5
IJJ icon
iShares S&P Mid-Cap 400 Value ETF
IJJ
+$1.68M

Sector Composition

1 Technology 5.04%
2 Consumer Staples 4.87%
3 Financials 4.79%
4 Industrials 4.52%
5 Healthcare 4.29%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
551
$275K 0.03%
12,718
-1,683
552
$272K 0.03%
3,101
-1,073
553
$272K 0.03%
9,056
-1,383
554
$271K 0.03%
15,033
-4,899
555
$270K 0.03%
11,107
-2,314
556
$270K 0.03%
1,285
+172
557
$269K 0.03%
5,760
+1,044
558
$268K 0.03%
6,774
-1,491
559
$268K 0.03%
+6,638
560
$268K 0.03%
22,014
+127
561
$267K 0.03%
10,283
-1,221
562
$266K 0.03%
1,821
-142
563
$266K 0.03%
2,064
-727
564
$264K 0.03%
3,823
+296
565
$263K 0.03%
10,836
-168
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$263K 0.03%
17,113
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567
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2,449
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568
$259K 0.03%
10,350
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569
$257K 0.03%
16,793
-4,781
570
$253K 0.03%
8,888
-2,080
571
$252K 0.03%
4,652
-703
572
$250K 0.03%
6,694
-1,582
573
$249K 0.03%
4,081
-161
574
$248K 0.03%
23,956
-13,075
575
$244K 0.03%
24,158
+5,802
21 22
23
24 25