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
651
$191K 0.02%
+10,011
652
$191K 0.02%
14,795
+667
653
$190K 0.02%
+19,008
654
$189K 0.02%
12,862
-1,524
655
$187K 0.02%
15,698
+222
656
$186K 0.02%
13,303
+75
657
$186K 0.02%
10,295
-1,125
658
$186K 0.02%
+10,498
659
$184K 0.02%
2,644
+20
660
$184K 0.02%
10,642
-2,034
661
$182K 0.02%
21,877
+6,626
662
$182K 0.02%
5,573
-700
663
$181K 0.02%
10,034
-55
664
$180K 0.02%
28,469
-3,180
665
$179K 0.02%
13,014
-6,642
666
$179K 0.02%
13,268
+1
667
$175K 0.02%
15,300
668
$174K 0.02%
18,184
-4,918
669
$174K 0.02%
14,630
-625
670
$173K 0.02%
45,412
-2,930
671
$173K 0.02%
11,996
+1,016
672
$173K 0.02%
18,326
+2,807
673
$167K 0.02%
15,695
-3,150
674
$165K 0.02%
10,902
-3,440
675
$163K 0.02%
3,214
+197
25 26
27
28 29