SPC

Sigma Planning Corp Portfolio holdings

AUM $3.62B
1-Year Est. Return 21.99%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+21.99%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$730M
AUM Growth
+$19.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
801
New
Increased
Reduced
Closed

Top Buys

1
+$5.57M
2
+$4.92M
3
+$4.01M
4
AGG icon
iShares Core US Aggregate Bond ETF
AGG
+$3.97M
5
RING icon
iShares MSCI Global Gold Miners ETF
RING
+$3.69M

Top Sells

1
+$5.87M
2
+$4.48M
3
+$3.97M
4
SSO icon
ProShares Ultra S&P500
SSO
+$3.73M
5
FV icon
First Trust Dorsey Wright Focus 5 ETF
FV
+$3.5M

Sector Composition

1 Consumer Staples 6.17%
2 Technology 5.84%
3 Healthcare 5.31%
4 Industrials 4.69%
5 Communication Services 4.32%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
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766
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