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
576
$452K 0.02%
12,923
+263
577
$452K 0.02%
13,604
-124
578
$451K 0.02%
9,683
+1,773
579
$451K 0.02%
2,196
-213
580
$450K 0.02%
11,760
-153
581
$450K 0.02%
9,429
-268
582
$448K 0.02%
9,240
-1,000
583
$444K 0.02%
28,251
-1,441
584
$444K 0.02%
5,724
+702
585
$443K 0.02%
10,100
+971
586
$442K 0.02%
7,188
+2,955
587
$442K 0.02%
17,943
+386
588
$440K 0.02%
6,541
+1,441
589
$439K 0.02%
4,797
+305
590
$437K 0.02%
+11,269
591
$437K 0.02%
18,272
+8,783
592
$435K 0.02%
+15,681
593
$433K 0.02%
19,384
+7,472
594
$430K 0.02%
47,805
+5,706
595
$430K 0.02%
+15,713
596
$429K 0.02%
10,224
-252
597
$429K 0.02%
21,140
-260
598
$428K 0.02%
3,630
-482
599
$428K 0.02%
1,613
+308
600
$427K 0.02%
4,123
-137
22 23
24
25 26