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
726
$300K 0.02%
20,962
-2,638
727
$299K 0.02%
22,430
-473
728
$299K 0.02%
3,707
+659
729
$299K 0.02%
10,541
-418
730
$299K 0.02%
2,215
+316
731
$296K 0.02%
+4,103
732
$295K 0.02%
4,145
+968
733
$295K 0.02%
1,918
-16
734
$294K 0.02%
13,222
-188
735
$293K 0.02%
7,121
-187
736
$292K 0.02%
+11,400
737
$291K 0.02%
2,174
+277
738
$291K 0.02%
+794
739
$289K 0.01%
1,211
-561
740
$287K 0.01%
+22,234
741
$287K 0.01%
+8,755
742
$286K 0.01%
4,374
-15
743
$286K 0.01%
+3,138
744
$285K 0.01%
7,420
+125
745
$285K 0.01%
29,292
+4,989
746
$284K 0.01%
17,325
-5,928
747
$284K 0.01%
+12,841
748
$283K 0.01%
49,485
+3,270
749
$282K 0.01%
4,135
-48
750
$279K 0.01%
5,398
-25
28 29
30
31 32