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
601
$223K 0.02%
159
+35
602
$222K 0.02%
2,022
-41
603
$222K 0.02%
6,543
+611
604
$221K 0.02%
+6,919
605
$221K 0.02%
+18,225
606
$220K 0.02%
+7,986
607
$219K 0.02%
24,040
+294
608
$218K 0.02%
9,707
-207
609
$216K 0.02%
2,138
-72
610
$215K 0.02%
+13,725
611
$215K 0.02%
3,698
+27
612
$215K 0.02%
5,683
-149
613
$213K 0.02%
5,700
-370
614
$213K 0.02%
20,836
-2,436
615
$213K 0.02%
5,246
-334
616
$213K 0.02%
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617
$212K 0.02%
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618
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13,011
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619
$212K 0.02%
15,900
-13,692
620
$212K 0.02%
10,995
-614
621
$211K 0.02%
16,715
-296
622
$210K 0.02%
2,017
+160
623
$210K 0.02%
+7,768
624
$210K 0.02%
+7,532
625
$210K 0.02%
+8,505
23 24
25
26 27