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
$2.27B
AUM Growth
+$196M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,122
New
Increased
Reduced
Closed

Top Buys

1
+$7.75M
2
+$6.44M
3
+$6.28M
4
DIA icon
SPDR Dow Jones Industrial Average ETF Trust
DIA
+$5.71M
5
LQD icon
iShares iBoxx $ Investment Grade Corporate Bond ETF
LQD
+$4.69M

Top Sells

1
+$6.7M
2
+$6.15M
3
+$6.11M
4
TLT icon
iShares 20+ Year Treasury Bond ETF
TLT
+$5.44M
5
IVW icon
iShares S&P 500 Growth ETF
IVW
+$5.11M

Sector Composition

1 Technology 7.68%
2 Financials 4.7%
3 Healthcare 4.18%
4 Industrials 4%
5 Consumer Discretionary 3.82%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
626
$452K 0.02%
14,875
+1,050
627
$448K 0.02%
10,218
628
$448K 0.02%
12,031
-863
629
$447K 0.02%
10,368
-15,360
630
$444K 0.02%
10,567
-4,498
631
$444K 0.02%
22,476
+8,244
632
$442K 0.02%
7,965
+3
633
$440K 0.02%
14,405
+415
634
$440K 0.02%
6,330
+702
635
$439K 0.02%
2,397
-262
636
$439K 0.02%
+11,160
637
$437K 0.02%
35,894
+1,990
638
$435K 0.02%
11,890
-575
639
$434K 0.02%
8,535
-955
640
$433K 0.02%
1,535
+124
641
$430K 0.02%
+18,867
642
$428K 0.02%
7,210
-2,051
643
$427K 0.02%
18,836
+5,527
644
$426K 0.02%
16,690
+5,200
645
$426K 0.02%
13,110
+1,449
646
$424K 0.02%
9,975
-4,121
647
$424K 0.02%
14,114
-2,553
648
$423K 0.02%
8,307
+1,075
649
$422K 0.02%
3,280
-173
650
$421K 0.02%
7,608
+122
24 25
26
27 28