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
$2.27B
AUM Growth
+$196M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,122
New
Increased
Reduced
Closed

Top Buys

1
+$7.75M
2
+$6.44M
3
+$6.28M
4
DIA icon
SPDR Dow Jones Industrial Average ETF Trust
DIA
+$5.71M
5
LQD icon
iShares iBoxx $ Investment Grade Corporate Bond ETF
LQD
+$4.69M

Top Sells

1
+$6.7M
2
+$6.15M
3
+$6.11M
4
TLT icon
iShares 20+ Year Treasury Bond ETF
TLT
+$5.44M
5
IVW icon
iShares S&P 500 Growth ETF
IVW
+$5.11M

Sector Composition

1 Technology 7.68%
2 Financials 4.7%
3 Healthcare 4.18%
4 Industrials 4%
5 Consumer Discretionary 3.82%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
551
$573K 0.02%
19,988
+11,166
552
$573K 0.02%
27,149
-1,331
553
$572K 0.02%
1,561
-20
554
$569K 0.02%
+10,102
555
$567K 0.02%
13,763
+2,517
556
$563K 0.02%
21,548
-730
557
$562K 0.02%
11,569
-140
558
$562K 0.02%
28,005
+14,082
559
$560K 0.02%
10,755
-9,993
560
$556K 0.02%
8,080
+563
561
$553K 0.02%
+11,118
562
$551K 0.02%
24,137
-4,380
563
$551K 0.02%
4,375
+286
564
$550K 0.02%
6,343
-2,908
565
$549K 0.02%
+5,625
566
$548K 0.02%
+14,500
567
$546K 0.02%
39,474
-5,284
568
$545K 0.02%
5,465
-11
569
$544K 0.02%
6,621
+25
570
$536K 0.02%
17,637
+4,222
571
$534K 0.02%
18,424
+625
572
$534K 0.02%
10,042
-636
573
$533K 0.02%
6,574
+153
574
$529K 0.02%
9,520
+4,695
575
$524K 0.02%
21,917
+922
21 22
23
24 25