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
576
$244K 0.03%
10,896
-1,176
577
$244K 0.03%
6,350
-762
578
$243K 0.03%
+5,149
579
$240K 0.03%
+2,486
580
$239K 0.03%
4,684
-481
581
$239K 0.03%
3,365
+18
582
$238K 0.03%
5,376
-3,233
583
$238K 0.03%
9,440
-1,245
584
$237K 0.03%
+5,996
585
$234K 0.03%
6,727
+151
586
$233K 0.03%
7,276
+214
587
$233K 0.03%
7,589
+436
588
$233K 0.03%
+5,961
589
$232K 0.03%
2,617
+2
590
$231K 0.03%
+2,313
591
$231K 0.03%
5,726
-2,602
592
$231K 0.03%
2,967
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593
$229K 0.03%
281
+132
594
$228K 0.02%
4,384
-1,904
595
$227K 0.02%
3,461
+15
596
$226K 0.02%
+9,128
597
$225K 0.02%
6,270
-1,318
598
$225K 0.02%
7,109
-2,366
599
$224K 0.02%
16,464
+2,452
600
$223K 0.02%
4,689
+3
22 23
24
25 26