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
$1.29B
AUM Growth
+$87.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
913
New
Increased
Reduced
Closed

Top Buys

1
+$5.76M
2
+$5.68M
3
+$5.42M
4
IJH icon
iShares Core S&P Mid-Cap ETF
IJH
+$2.84M
5
FDN icon
First Trust Dow Jones Internet Index Fund ETF
FDN
+$2.8M

Top Sells

1
+$12.8M
2
+$10.8M
3
+$4.27M
4
IYR icon
iShares US Real Estate ETF
IYR
+$2.44M
5
SWKS icon
Skyworks Solutions
SWKS
+$2.43M

Sector Composition

1 Technology 6.01%
2 Financials 5.15%
3 Industrials 4.95%
4 Healthcare 4.67%
5 Consumer Staples 4.34%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
701
$237K 0.02%
5,355
-674
702
$236K 0.02%
1,563
-44
703
$235K 0.02%
+1,358
704
$235K 0.02%
+4,585
705
$234K 0.02%
8,980
+1,025
706
$234K 0.02%
11,675
-252
707
$233K 0.02%
3,680
+589
708
$232K 0.02%
2,910
709
$232K 0.02%
4,851
-340
710
$231K 0.02%
3,576
-25
711
$231K 0.02%
+3,132
712
$231K 0.02%
3,316
+30
713
$230K 0.02%
+2,337
714
$230K 0.02%
+8,172
715
$230K 0.02%
15,027
+344
716
$229K 0.02%
11,774
717
$229K 0.02%
1,221
718
$227K 0.02%
7,818
+156
719
$227K 0.02%
6,869
-263
720
$226K 0.02%
15,667
-383
721
$224K 0.02%
+3,473
722
$224K 0.02%
3,396
-1,311
723
$224K 0.02%
3,722
+235
724
$223K 0.02%
6,990
-1,560
725
$223K 0.02%
6,301
+72
27 28
29
30 31