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
601
$301K 0.02%
3,315
+184
602
$300K 0.02%
+4,957
603
$300K 0.02%
15,835
-6,631
604
$299K 0.02%
6,586
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605
$299K 0.02%
3,214
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606
$299K 0.02%
7,086
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607
$299K 0.02%
10,843
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608
$298K 0.02%
17,733
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609
$298K 0.02%
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610
$297K 0.02%
20,497
-5,268
611
$297K 0.02%
3,244
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612
$295K 0.02%
2,638
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613
$294K 0.02%
+4,594
614
$294K 0.02%
+1,314
615
$292K 0.02%
14,050
-1,180
616
$291K 0.02%
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$289K 0.02%
5,685
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$289K 0.02%
11,110
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619
$288K 0.02%
8,305
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$288K 0.02%
5,902
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621
$288K 0.02%
5,611
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622
$287K 0.02%
+14,150
623
$287K 0.02%
3,022
+690
624
$287K 0.02%
2,454
-68
625
$285K 0.02%
11,698
+1,092
23 24
25
26 27