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
551
$373K 0.03%
8,830
-10,175
552
$371K 0.02%
+5,070
553
$369K 0.02%
6,554
+1,760
554
$368K 0.02%
16,004
-865
555
$367K 0.02%
5,367
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556
$367K 0.02%
+13,880
557
$366K 0.02%
6,310
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558
$365K 0.02%
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559
$364K 0.02%
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560
$363K 0.02%
10,459
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561
$362K 0.02%
+19,010
562
$362K 0.02%
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563
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564
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565
$359K 0.02%
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$359K 0.02%
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$357K 0.02%
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$356K 0.02%
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573
$356K 0.02%
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574
$354K 0.02%
7,364
+1,073
575
$353K 0.02%
174
-9
21 22
23
24 25