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
701
$85K 0.01%
+5,138
702
$80K 0.01%
+2,755
703
$80K 0.01%
10,438
+40
704
$75K 0.01%
14,569
-8,672
705
$74K 0.01%
11,200
706
$72K 0.01%
+10,476
707
$67K 0.01%
328
+5
708
$65K 0.01%
+15,339
709
$62K 0.01%
+11,578
710
$61K 0.01%
2,673
-100
711
$60K 0.01%
15,450
+1,000
712
$50K 0.01%
17,789
-1,988
713
$47K 0.01%
17,495
-89
714
$44K ﹤0.01%
12,650
+850
715
$41K ﹤0.01%
2,554
-3,040
716
$41K ﹤0.01%
13,132
+82
717
$41K ﹤0.01%
21,000
718
$37K ﹤0.01%
13,000
719
$35K ﹤0.01%
20,259
-10,100
720
$35K ﹤0.01%
10,000
721
$28K ﹤0.01%
16,038
722
– –
0
723
$9K ﹤0.01%
12,804
-4,290
724
$7K ﹤0.01%
2,203
-1,123
725
$6K ﹤0.01%
2,885
+528
27 28
29
30 31