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
$711M
AUM Growth
+$83.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
762
New
Increased
Reduced
Closed

Top Buys

1 +$8.58M
2 +$5.87M
3 +$5.66M
4
IVW icon
iShares S&P 500 Growth ETF
IVW
+$5.52M
5
MBB icon
iShares MBS ETF
MBB
+$5.46M

Top Sells

1 +$7.39M
2 +$3.11M
3 +$2.37M
4
IJS icon
iShares S&P Small-Cap 600 Value ETF
IJS
+$2.29M
5
SCI icon
Service Corp International
SCI
+$2.25M

Sector Composition

1 Healthcare 5.83%
2 Technology 5.74%
3 Consumer Staples 5.33%
4 Industrials 4.77%
5 Financials 4.49%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
751
-3,421
752
-12,100
753
-23,705
754
-7,810
755
-5,324
756
-11,234
757
-127