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
$1.29B
AUM Growth
+$87.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
913
New
Increased
Reduced
Closed

Top Buys

1
+$5.76M
2
+$5.68M
3
+$5.42M
4
IJH icon
iShares Core S&P Mid-Cap ETF
IJH
+$2.84M
5
FDN icon
First Trust Dow Jones Internet Index Fund ETF
FDN
+$2.8M

Top Sells

1
+$12.8M
2
+$10.8M
3
+$4.27M
4
IYR icon
iShares US Real Estate ETF
IYR
+$2.44M
5
SWKS icon
Skyworks Solutions
SWKS
+$2.43M

Sector Composition

1 Technology 6.01%
2 Financials 5.15%
3 Industrials 4.95%
4 Healthcare 4.67%
5 Consumer Staples 4.34%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
576
$322K 0.02%
21,590
+28
577
$321K 0.02%
8,516
-1,200
578
$320K 0.02%
3,372
-25,574
579
$317K 0.02%
994
+234
580
$316K 0.02%
9,164
-1,111
581
$316K 0.02%
2,579
+336
582
$315K 0.02%
5,144
-2,545
583
$313K 0.02%
7,562
+1,553
584
$313K 0.02%
8,891
-12,077
585
$313K 0.02%
2,735
+673
586
$310K 0.02%
6,135
+409
587
$310K 0.02%
5,528
-819
588
$309K 0.02%
3,213
-1,159
589
$309K 0.02%
5,779
590
$308K 0.02%
3,455
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591
$306K 0.02%
7,057
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592
$306K 0.02%
6,285
-913
593
$306K 0.02%
7,138
-192
594
$306K 0.02%
5,392
+1,475
595
$306K 0.02%
+12,295
596
$305K 0.02%
3,972
-80
597
$305K 0.02%
+5,805
598
$304K 0.02%
5,348
+388
599
$303K 0.02%
1,363
+198
600
$303K 0.02%
8,743
-2,517
22 23
24
25 26