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
751
$279K 0.01%
8,220
+2,136
752
$278K 0.01%
2,518
-300
753
$278K 0.01%
8,956
-1,068
754
$277K 0.01%
+2,273
755
$276K 0.01%
1,638
+35
756
$276K 0.01%
11,205
-1,905
757
$276K 0.01%
10,296
+188
758
$276K 0.01%
5,614
-11,531
759
$276K 0.01%
+5,950
760
$275K 0.01%
4,078
+681
761
$275K 0.01%
+7,696
762
$275K 0.01%
+2,111
763
$275K 0.01%
4,877
+873
764
$275K 0.01%
2,482
-907
765
$275K 0.01%
3,960
+210
766
$274K 0.01%
13,720
+2,110
767
$274K 0.01%
+5,852
768
$274K 0.01%
4,548
-1,001
769
$274K 0.01%
9,068
+21
770
$273K 0.01%
19,194
+3,994
771
$273K 0.01%
242
+98
772
$272K 0.01%
3,889
-5,529
773
$271K 0.01%
11,300
+4
774
$271K 0.01%
5,226
+665
775
$270K 0.01%
30,386
+1,142
29 30
31
32 33