SPC
Sigma Planning Corp Portfolio holdings
AUM
$3.33B
1-Year Return
17.21%
This Quarter Return
+1.66%
1 Year Return
+17.21%
3 Year Return
+65.27%
5 Year Return
+117.04%
10 Year Return
+263.51%
AUM
$755M
AUM Growth
-$1.57M
(-0.21%)
Cap. Flow
-$7.24M
Cap. Flow
% of AUM
-0.96%
Top 10 Holdings %
Top 10 Hldgs %
17.02%
Holding
817
New
100
Increased
305
Reduced
321
Closed
66
Top Buys
| 1 |
iShares Core S&P 500 ETF
IVV
|
$4.56M |
| 2 |
iShares Core S&P Mid-Cap ETF
IJH
|
$4.45M |
| 3 |
iShares Floating Rate Bond ETF
FLOT
|
$3.97M |
| 4 |
iShares MSCI EAFE Min Vol Factor ETF
EFAV
|
$2.79M |
| 5 |
iShares Core US Aggregate Bond ETF
AGG
|
$2.74M |
Top Sells
Sector Composition
| 1 | Technology | 6.67% |
| 2 | Healthcare | 6.21% |
| 3 | Energy | 5.64% |
| 4 | Industrials | 4.83% |
| 5 | Consumer Staples | 4.71% |
