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
626
$285K 0.02%
+13,495
627
$285K 0.02%
14,348
+147
628
$285K 0.02%
2,875
-279
629
$284K 0.02%
3,895
-198
630
$284K 0.02%
+38,000
631
$282K 0.02%
5,534
-1,290
632
$282K 0.02%
4,247
+271
633
$281K 0.02%
2,606
-616
634
$281K 0.02%
5,522
-31
635
$280K 0.02%
2,548
+196
636
$280K 0.02%
20,019
-246
637
$279K 0.02%
13,822
638
$278K 0.02%
16,847
-1,215
639
$277K 0.02%
+8,758
640
$277K 0.02%
9,014
-193
641
$277K 0.02%
11,298
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642
$275K 0.02%
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643
$275K 0.02%
15,069
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644
$275K 0.02%
12,525
-2,784
645
$274K 0.02%
5,691
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646
$274K 0.02%
19,972
-15
647
$273K 0.02%
+1,614
648
$272K 0.02%
+6,223
649
$272K 0.02%
19,765
-1,191
650
$272K 0.02%
7,740
-4,106
24 25
26
27 28