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
776
$270K 0.01%
8,787
+279
777
$270K 0.01%
4,080
-976
778
$269K 0.01%
5,892
-1,563
779
$269K 0.01%
2,726
+71
780
$268K 0.01%
1,023
-21
781
$268K 0.01%
5,310
+2
782
$266K 0.01%
9,129
-1,467
783
$266K 0.01%
8,014
-1,000
784
$265K 0.01%
8,877
-395
785
$264K 0.01%
+14,510
786
$263K 0.01%
+9,195
787
$263K 0.01%
+4,400
788
$262K 0.01%
6,007
-1,135
789
$261K 0.01%
+15,712
790
$260K 0.01%
+7,555
791
$260K 0.01%
+658
792
$260K 0.01%
5,622
-1,015
793
$258K 0.01%
4,106
-400
794
$257K 0.01%
+10,190
795
$257K 0.01%
7,282
-484
796
$256K 0.01%
+10,000
797
$256K 0.01%
+2,154
798
$255K 0.01%
8,829
+1,309
799
$253K 0.01%
12,711
-11,892
800
$253K 0.01%
21,075
-569
30 31
32
33 34