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
801
$137K 0.01%
2,992
-200
802
$137K 0.01%
+23,367
803
$136K 0.01%
11,768
-1,774
804
$124K 0.01%
+10,858
805
$123K 0.01%
28,565
-69
806
$123K 0.01%
18,754
-6,690
807
$122K 0.01%
11,736
+314
808
$122K 0.01%
11,122
-1,801
809
$121K 0.01%
2,261
-69
810
$114K 0.01%
11,000
+500
811
$113K 0.01%
+1,916
812
$112K 0.01%
12,581
-404
813
$111K 0.01%
13,657
-290
814
$109K 0.01%
33,344
+865
815
$109K 0.01%
+13,755
816
$104K 0.01%
11,225
-630
817
$102K 0.01%
14,104
-3,100
818
$99K 0.01%
2,509
-91
819
$96K 0.01%
14,236
-707
820
$93K 0.01%
11,340
+502
821
$89K 0.01%
3,775
+841
822
$87K 0.01%
+15,110
823
$86K 0.01%
+10,288
824
$84K 0.01%
197
+100
825
$84K 0.01%
11,398
+58
31 32
33
34 35