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
$1.49B
AUM Growth
+$134M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
961
New
Increased
Reduced
Closed

Top Buys

1
+$6.93M
2
+$6.31M
3
+$5.51M
4
IVW icon
iShares S&P 500 Growth ETF
IVW
+$5.16M
5
FLOT icon
iShares Floating Rate Bond ETF
FLOT
+$5.14M

Top Sells

1
+$5.85M
2
+$3.54M
3
+$2.94M
4
IVV icon
iShares Core S&P 500 ETF
IVV
+$2.45M
5
HBAN icon
Huntington Bancshares
HBAN
+$1.98M

Sector Composition

1 Technology 6.88%
2 Financials 4.76%
3 Healthcare 4.76%
4 Industrials 4.33%
5 Consumer Discretionary 4.05%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
776
$223K 0.01%
+4,243
777
$222K 0.01%
1,299
+89
778
$222K 0.01%
3,382
+3
779
$222K 0.01%
+2,700
780
$221K 0.01%
13,473
-4,446
781
$221K 0.01%
+951
782
$220K 0.01%
2,482
+153
783
$220K 0.01%
17,488
-1,457
784
$220K 0.01%
2,954
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785
$220K 0.01%
4,538
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786
$220K 0.01%
12,277
-1,217
787
$220K 0.01%
88
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788
$220K 0.01%
3,939
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789
$219K 0.01%
2,827
-15
790
$219K 0.01%
8,177
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791
$218K 0.01%
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792
$217K 0.01%
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793
$217K 0.01%
3,846
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794
$217K 0.01%
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795
$216K 0.01%
7,009
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796
$216K 0.01%
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797
$215K 0.01%
3,398
+191
798
$215K 0.01%
+5,590
799
$214K 0.01%
+8,794
800
$213K 0.01%
23,618
+15
30 31
32
33 34