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
$2.51B
AUM Growth
+$242M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,181
New
Increased
Reduced
Closed

Top Buys

1
+$16.6M
2
+$12.8M
3
+$12.5M
4
LQD icon
iShares iBoxx $ Investment Grade Corporate Bond ETF
LQD
+$11.7M
5
GLD icon
SPDR Gold Trust
GLD
+$8.19M

Top Sells

1
+$14.1M
2
+$10.6M
3
+$6.17M
4
FBT icon
First Trust NYSE Arca Biotechnology Index Fund
FBT
+$5.12M
5
IVW icon
iShares S&P 500 Growth ETF
IVW
+$5.1M

Sector Composition

1 Technology 11.85%
2 Consumer Discretionary 6.37%
3 Healthcare 4.98%
4 Communication Services 4.08%
5 Financials 3.85%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
651
$435K 0.02%
+11,616
652
$434K 0.02%
8,450
-108
653
$433K 0.02%
2,014
+306
654
$427K 0.02%
7,773
+593
655
$425K 0.02%
3,743
+436
656
$422K 0.02%
14,600
-668
657
$421K 0.02%
16,346
+29
658
$421K 0.02%
+6,100
659
$418K 0.02%
3,647
+56
660
$418K 0.02%
3,016
-129
661
$415K 0.02%
13,768
-1,707
662
$415K 0.02%
+10,500
663
$414K 0.02%
+1,639
664
$413K 0.02%
11,961
+1,047
665
$413K 0.02%
+13,248
666
$412K 0.02%
7,801
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667
$411K 0.02%
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668
$411K 0.02%
14,035
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669
$409K 0.02%
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670
$406K 0.02%
8,404
-2,287
671
$405K 0.02%
3,640
+175
672
$405K 0.02%
+11,534
673
$404K 0.02%
25,575
-2,195
674
$404K 0.02%
3,057
-139
675
$403K 0.02%
9,791
+2,269
25 26
27
28 29