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
$3.33B
AUM Growth
+$219M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,492
New
Increased
Reduced
Closed

Top Buys

1
+$8.48M
2
+$8.07M
3
+$7.11M
4
DVN icon
Devon Energy
DVN
+$7.08M
5
NUE icon
Nucor
NUE
+$7.07M

Top Sells

1
+$25.1M
2
+$18.3M
3
+$17.8M
4
IVZ icon
Invesco
IVZ
+$8.42M
5
ISCG icon
iShares Morningstar Small-Cap Growth ETF
ISCG
+$7.9M

Sector Composition

1 Technology 11.01%
2 Consumer Discretionary 6.42%
3 Financials 4.86%
4 Healthcare 4.49%
5 Communication Services 4.34%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
751
$590K 0.02%
3,426
-127
752
$590K 0.02%
15,800
+6,940
753
$589K 0.02%
+27,324
754
$584K 0.02%
17,082
+871
755
$581K 0.02%
11,787
-177
756
$581K 0.02%
+2,261
757
$579K 0.02%
20,770
+270
758
$578K 0.02%
1,407
+401
759
$578K 0.02%
12,487
+1,618
760
$578K 0.02%
+17,369
761
$578K 0.02%
9,563
-297
762
$574K 0.02%
65,429
+2,359
763
$574K 0.02%
19,345
+1,738
764
$574K 0.02%
35,179
+2,058
765
$569K 0.02%
27,176
+16,494
766
$568K 0.02%
5,269
+2,568
767
$567K 0.02%
13,518
+11
768
$566K 0.02%
2,828
+224
769
$563K 0.02%
37,049
+3,747
770
$563K 0.02%
35,851
+874
771
$563K 0.02%
10,067
+5,557
772
$560K 0.02%
+18,023
773
$560K 0.02%
8,303
-86
774
$559K 0.02%
10,032
-1,264
775
$558K 0.02%
2,255
+1,038
29 30
31
32 33