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
726
$222K 0.02%
4,496
+219
727
$221K 0.02%
+1,039
728
$221K 0.02%
3,150
-169
729
$220K 0.02%
4,265
-188
730
$220K 0.02%
3,802
+65
731
$220K 0.02%
+3,185
732
$219K 0.02%
+4,794
733
$219K 0.02%
+5,500
734
$219K 0.02%
17,655
-1,006
735
$218K 0.02%
9,730
+4
736
$218K 0.02%
+3,725
737
$218K 0.02%
16,711
738
$218K 0.02%
+10,500
739
$217K 0.02%
5,562
+534
740
$217K 0.02%
+14,031
741
$217K 0.02%
4,520
-699
742
$215K 0.02%
+2,799
743
$215K 0.02%
+1,520
744
$215K 0.02%
15,291
+2,647
745
$215K 0.02%
2,944
-1,193
746
$215K 0.02%
14,076
+96
747
$214K 0.02%
3,794
+118
748
$214K 0.02%
+11,305
749
$213K 0.02%
5,667
+42
750
$212K 0.02%
2,599
+147
28 29
30
31 32