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
551
$496K 0.03%
22,340
+463
552
$495K 0.03%
+13,695
553
$495K 0.03%
6,675
-122
554
$491K 0.03%
+18,410
555
$490K 0.03%
8,986
+1,250
556
$489K 0.03%
+9,659
557
$488K 0.03%
16,435
-136
558
$487K 0.03%
20,206
+351
559
$481K 0.02%
8,138
+399
560
$481K 0.02%
3,712
-98
561
$480K 0.02%
37,464
+27,202
562
$476K 0.02%
+8,498
563
$476K 0.02%
8,534
-387
564
$475K 0.02%
2,946
+182
565
$474K 0.02%
+18,886
566
$471K 0.02%
+12,243
567
$468K 0.02%
6,436
+1,526
568
$466K 0.02%
15,670
-6,666
569
$464K 0.02%
23,926
-114
570
$462K 0.02%
10,530
-307
571
$458K 0.02%
+16,000
572
$458K 0.02%
12,222
-99
573
$455K 0.02%
7,055
-5,675
574
$455K 0.02%
3,617
+628
575
$454K 0.02%
13,021
+4,023
21 22
23
24 25