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
776
$191K 0.01%
15,670
-4,200
777
$191K 0.01%
38,294
-4,296
778
$186K 0.01%
10,248
-2,300
779
$184K 0.01%
13,781
-24,230
780
$183K 0.01%
10,631
-8,836
781
$183K 0.01%
12,662
-6,329
782
$173K 0.01%
13,303
+262
783
$171K 0.01%
11,098
-3,350
784
$166K 0.01%
20,645
+357
785
$163K 0.01%
16,085
-2,696
786
$162K 0.01%
52,017
-395
787
$156K 0.01%
16,450
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788
$155K 0.01%
13,881
+97
789
$153K 0.01%
12,402
+1,572
790
$153K 0.01%
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791
$152K 0.01%
11,355
792
$150K 0.01%
+12,624
793
$148K 0.01%
15,552
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794
$148K 0.01%
6,501
+327
795
$147K 0.01%
1,410
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796
$145K 0.01%
27,739
-303
797
$144K 0.01%
+3,142
798
$142K 0.01%
18,914
+2,872
799
$139K 0.01%
23,868
+2,540
800
$138K 0.01%
31,019
+225
30 31
32
33 34