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
$1.03B
AUM Growth
+$120M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
842
New
Increased
Reduced
Closed

Top Buys

1
+$8.92M
2
+$8.33M
3
+$7M
4
AGG icon
iShares Core US Aggregate Bond ETF
AGG
+$3.5M
5
EMB icon
iShares JPMorgan USD Emerging Markets Bond ETF
EMB
+$3.07M

Top Sells

1
+$8.5M
2
+$8.01M
3
+$6.89M
4
IWM icon
iShares Russell 2000 ETF
IWM
+$4.44M
5
IJH icon
iShares Core S&P Mid-Cap ETF
IJH
+$3.55M

Sector Composition

1 Technology 5.49%
2 Financials 5.07%
3 Healthcare 4.9%
4 Industrials 4.77%
5 Consumer Staples 4.35%
Name Market Value Portfolio Weight Shares or Principal Change
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