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
$1.36B
AUM Growth
-$328M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,003
New
Increased
Reduced
Closed

Top Buys

1
+$8.62M
2
+$6.13M
3
+$4.37M
4
NEE icon
NextEra Energy
NEE
+$3.56M
5
FREL icon
Fidelity MSCI Real Estate Index ETF
FREL
+$3.28M

Top Sells

1
+$8.3M
2
+$7.65M
3
+$7.4M
4
IVW icon
iShares S&P 500 Growth ETF
IVW
+$7.36M
5
ONEQ icon
Fidelity Nasdaq Composite Index ETF
ONEQ
+$5.39M

Sector Composition

1 Technology 6.67%
2 Financials 4.84%
3 Healthcare 4.7%
4 Industrials 4.17%
5 Consumer Discretionary 4.07%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
776
$155K 0.01%
+10,127
777
$154K 0.01%
424
778
$153K 0.01%
14,392
+2,913
779
$148K 0.01%
12,669
780
$148K 0.01%
22,020
-138
781
$148K 0.01%
28,420
+4,920
782
$143K 0.01%
+12,161
783
$141K 0.01%
11,546
-119
784
$138K 0.01%
+12,063
785
$131K 0.01%
16,936
+2,550
786
$127K 0.01%
+11,537
787
$126K 0.01%
12,183
+517
788
$121K 0.01%
34,230
+2,000
789
$117K 0.01%
2,048
-340
790
$115K 0.01%
+10,814
791
$111K 0.01%
12,017
-4,518
792
$102K 0.01%
3,629
-204
793
$96K 0.01%
44,091
+10,364
794
$94K 0.01%
10,553
+59
795
$91K 0.01%
10,120
-530
796
$90K 0.01%
12,004
-3,505
797
$90K 0.01%
14,570
+2,393
798
$87K 0.01%
23,515
-32,336
799
$84K 0.01%
12,143
-6
800
$83K 0.01%
5,816
+727
30 31
32
33 34