SPC

Sigma Planning Corp Portfolio holdings

AUM $3.33B
1-Year Est. Return 17.21%
This Quarter Est. Return
1 Year Est. Return
+17.21%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$1.94B
AUM Growth
+$181M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,057
New
Increased
Reduced
Closed

Top Buys

1
+$9.28M
2
+$8.59M
3
+$6.98M
4
IVW icon
iShares S&P 500 Growth ETF
IVW
+$5.82M
5
SPY icon
SPDR S&P 500 ETF Trust
SPY
+$5.41M

Top Sells

1
+$5.42M
2
+$5.26M
3
+$5.23M
4
AU icon
AngloGold Ashanti
AU
+$3.57M
5
IJJ icon
iShares S&P Mid-Cap 400 Value ETF
IJJ
+$3.43M

Sector Composition

1 Technology 7.38%
2 Financials 4.66%
3 Healthcare 4.23%
4 Consumer Discretionary 4.2%
5 Industrials 4.12%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
626
$398K 0.02%
4,491
-238
627
$397K 0.02%
41,123
-4,684
628
$396K 0.02%
2,298
+521
629
$394K 0.02%
22,901
+11,287
630
$392K 0.02%
2,930
+234
631
$390K 0.02%
+6,384
632
$387K 0.02%
3,430
-20
633
$387K 0.02%
+4,957
634
$386K 0.02%
24,442
-1,318
635
$386K 0.02%
9,831
-1,344
636
$386K 0.02%
3,488
-473
637
$385K 0.02%
32,571
-201
638
$384K 0.02%
2,141
-67
639
$383K 0.02%
9,124
+20
640
$383K 0.02%
8,950
+3,897
641
$383K 0.02%
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642
$382K 0.02%
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643
$377K 0.02%
1,377
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644
$376K 0.02%
3,872
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645
$375K 0.02%
18,829
-1,612
646
$374K 0.02%
17,880
+66
647
$371K 0.02%
1,610
-13
648
$369K 0.02%
7,238
-17
649
$369K 0.02%
8,502
+1,136
650
$369K 0.02%
15,178
+112
24 25
26
27 28