SPC

Sigma Planning Corp Portfolio holdings

AUM $3.62B
1-Year Est. Return 22%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+22%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$765M
AUM Growth
+$34.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
794
New
Increased
Reduced
Closed

Top Buys

1
+$7.46M
2
+$6.41M
3
+$5.46M
4
FVC icon
First Trust Dorsey Wright Dynamic Focus 5 ETF
FVC
+$5.3M
5
FENY icon
Fidelity MSCI Energy Index ETF
FENY
+$3.58M

Top Sells

1
+$4.98M
2
+$3.63M
3
+$2.98M
4
IGOV icon
iShares International Treasury Bond ETF
IGOV
+$2.75M
5
PFF icon
iShares Preferred and Income Securities ETF
PFF
+$2.73M

Sector Composition

1 Consumer Staples 5.74%
2 Healthcare 4.88%
3 Technology 4.77%
4 Industrials 4.24%
5 Communication Services 4.12%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
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