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
626
$209K 0.02%
3,986
-324
627
$208K 0.02%
+3,184
628
$208K 0.02%
10,076
-7,717
629
$208K 0.02%
+8,716
630
$206K 0.02%
+4,431
631
$206K 0.02%
12,185
-3,668
632
$205K 0.02%
+140
633
$205K 0.02%
1,542
-283
634
$204K 0.02%
13,387
+1,418
635
$204K 0.02%
+10,375
636
$203K 0.02%
7,514
-200
637
$203K 0.02%
+4,321
638
$202K 0.02%
24,729
+436
639
$202K 0.02%
3,189
-9
640
$201K 0.02%
8,572
-451
641
$201K 0.02%
+3,385
642
$201K 0.02%
+3,921
643
$200K 0.02%
6,985
-46
644
$200K 0.02%
4,534
-355
645
$200K 0.02%
20,008
-2,162
646
$197K 0.02%
15,665
-3,096
647
$196K 0.02%
4,026
648
$195K 0.02%
12,218
-4,950
649
$194K 0.02%
+10,688
650
$191K 0.02%
+13,436
24 25
26
27 28