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
751
$212K 0.02%
162
752
$211K 0.02%
655
+152
753
$210K 0.02%
+7,670
754
$210K 0.02%
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755
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756
$210K 0.02%
12,810
-19
757
$209K 0.02%
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758
$209K 0.02%
18,659
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759
$208K 0.02%
4,226
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760
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761
$207K 0.02%
15,203
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762
$206K 0.02%
3,211
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$205K 0.02%
14,841
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764
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765
$203K 0.02%
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766
$203K 0.02%
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$203K 0.02%
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$203K 0.02%
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$201K 0.02%
6,331
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$200K 0.02%
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772
$200K 0.02%
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773
$199K 0.02%
5,185
-223
774
$197K 0.02%
10,075
-7,338
775
$194K 0.01%
22,395
-2,324
29 30
31
32 33