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
651
$366K 0.02%
38,904
-112
652
$366K 0.02%
6,227
-349
653
$365K 0.02%
2,592
-101
654
$365K 0.02%
+1,601
655
$363K 0.02%
+1,836
656
$360K 0.02%
12,794
+34
657
$358K 0.02%
2,404
+625
658
$357K 0.02%
4,425
-304
659
$357K 0.02%
28,184
+10,954
660
$357K 0.02%
+20,124
661
$357K 0.02%
11,422
-344
662
$356K 0.02%
22,407
+30
663
$354K 0.02%
19,214
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664
$352K 0.02%
3,205
+130
665
$351K 0.02%
8,330
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666
$347K 0.02%
25,106
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$347K 0.02%
30,589
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668
$346K 0.02%
7,709
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$342K 0.02%
4,248
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670
$340K 0.02%
2,893
+352
671
$340K 0.02%
5,601
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672
$339K 0.02%
14,916
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673
$337K 0.02%
10,059
+31
674
$337K 0.02%
7,849
-4,501
675
$336K 0.02%
3,904
-3,473
25 26
27
28 29