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
676
$336K 0.02%
48,115
+5,497
677
$335K 0.02%
11,600
-240
678
$335K 0.02%
23,994
+6,802
679
$334K 0.02%
6,583
-2,244
680
$334K 0.02%
7,414
-46
681
$332K 0.02%
11,438
682
$332K 0.02%
3,435
-18
683
$332K 0.02%
17,563
-2,192
684
$332K 0.02%
20,745
+4,873
685
$332K 0.02%
4,908
-31
686
$331K 0.02%
+4,676
687
$328K 0.02%
3,748
+518
688
$328K 0.02%
23,298
+9,151
689
$327K 0.02%
5,378
+1,098
690
$327K 0.02%
6,806
+1,726
691
$326K 0.02%
6,076
+1,155
692
$325K 0.02%
+24,810
693
$324K 0.02%
+6,728
694
$324K 0.02%
5,172
-324
695
$324K 0.02%
+1,035
696
$322K 0.02%
9,241
+681
697
$322K 0.02%
2,950
-123
698
$321K 0.02%
8,215
+509
699
$321K 0.02%
4,148
+223
700
$320K 0.02%
10,441
26 27
28
29 30