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
701
$318K 0.02%
4,354
-12,710
702
$317K 0.02%
+4,543
703
$317K 0.02%
8,854
+148
704
$317K 0.02%
1,973
-2,123
705
$317K 0.02%
4,982
-555
706
$316K 0.02%
29,530
+1,850
707
$314K 0.02%
+1,627
708
$314K 0.02%
4,144
+29
709
$313K 0.02%
8,074
-227
710
$313K 0.02%
23,100
+1,939
711
$312K 0.02%
2,672
+34
712
$311K 0.02%
16,916
+311
713
$309K 0.02%
16,072
714
$308K 0.02%
8,601
+663
715
$307K 0.02%
3,010
-167
716
$306K 0.02%
+1,669
717
$306K 0.02%
11,631
-417
718
$305K 0.02%
15,409
-369
719
$305K 0.02%
4,726
-455
720
$305K 0.02%
+4,669
721
$303K 0.02%
+8,736
722
$302K 0.02%
6,624
+645
723
$301K 0.02%
8,900
+743
724
$301K 0.02%
8,087
+514
725
$301K 0.02%
3,679
-78
27 28
29
30 31