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
$1.06B
AUM Growth
+$31.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
849
New
Increased
Reduced
Closed

Top Buys

1
+$13M
2
+$4.86M
3
+$3.34M
4
IVW icon
iShares S&P 500 Growth ETF
IVW
+$2.05M
5
IEMG icon
iShares Core MSCI Emerging Markets ETF
IEMG
+$2.04M

Top Sells

1
+$7.95M
2
+$7.71M
3
+$3.22M
4
MDY icon
SPDR S&P MidCap 400 ETF Trust
MDY
+$2.75M
5
BN icon
Brookfield
BN
+$2.25M

Sector Composition

1 Technology 5.77%
2 Industrials 4.88%
3 Healthcare 4.87%
4 Financials 4.84%
5 Consumer Staples 4.36%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
701
$205K 0.02%
+6,972
702
$205K 0.02%
3,674
-400
703
$205K 0.02%
9,450
+825
704
$203K 0.02%
3,870
-456
705
$203K 0.02%
+7,199
706
$203K 0.02%
3,888
-3,352
707
$203K 0.02%
+15,577
708
$202K 0.02%
+2,799
709
$202K 0.02%
4,383
-745
710
$200K 0.02%
6,057
-1,387
711
$199K 0.02%
+10,574
712
$198K 0.02%
52,412
+3,000
713
$196K 0.02%
3,479
-98
714
$196K 0.02%
11,774
715
$191K 0.02%
19,656
-20,388
716
$191K 0.02%
14,263
-12,821
717
$191K 0.02%
17,685
-4,016
718
$189K 0.02%
3,384
-1,685
719
$188K 0.02%
15,366
+1,151
720
$185K 0.02%
5,564
+1,538
721
$183K 0.02%
1,431
+761
722
$181K 0.02%
+10,262
723
$181K 0.02%
+10,737
724
$178K 0.02%
13,027
+14
725
$176K 0.02%
12,570
+1,772
27 28
29
30 31