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
$1.03B
AUM Growth
+$120M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
842
New
Increased
Reduced
Closed

Top Buys

1
+$8.92M
2
+$8.33M
3
+$7M
4
AGG icon
iShares Core US Aggregate Bond ETF
AGG
+$3.5M
5
EMB icon
iShares JPMorgan USD Emerging Markets Bond ETF
EMB
+$3.07M

Top Sells

1
+$8.5M
2
+$8.01M
3
+$6.89M
4
IWM icon
iShares Russell 2000 ETF
IWM
+$4.44M
5
IJH icon
iShares Core S&P Mid-Cap ETF
IJH
+$3.55M

Sector Composition

1 Technology 5.49%
2 Financials 5.07%
3 Healthcare 4.9%
4 Industrials 4.77%
5 Consumer Staples 4.35%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
601
$274K 0.03%
4,585
-6,037
602
$274K 0.03%
4,384
+463
603
$272K 0.03%
4,158
-936
604
$270K 0.03%
6,396
-17,086
605
$269K 0.03%
7,902
-1,154
606
$269K 0.03%
+7,966
607
$269K 0.03%
353
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608
$268K 0.03%
7,745
+1,018
609
$268K 0.03%
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610
$266K 0.03%
+6,058
611
$265K 0.03%
5,028
+1,042
612
$265K 0.03%
+11,060
613
$265K 0.03%
5,093
-1,127
614
$261K 0.03%
+12,781
615
$261K 0.03%
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616
$260K 0.03%
9,295
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617
$260K 0.03%
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618
$259K 0.03%
4,876
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619
$259K 0.03%
10,347
+1,842
620
$257K 0.02%
2,631
+145
621
$254K 0.02%
5,105
+674
622
$253K 0.02%
+11,540
623
$253K 0.02%
+10,276
624
$253K 0.02%
+5,050
625
$252K 0.02%
2,077
-372
23 24
25
26 27