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
801
$253K 0.01%
+5,434
802
$253K 0.01%
1,510
-3,009
803
$252K 0.01%
4,081
+356
804
$252K 0.01%
+7,379
805
$251K 0.01%
+4,611
806
$250K 0.01%
+909
807
$250K 0.01%
16,211
+2,844
808
$250K 0.01%
18,045
+4,567
809
$249K 0.01%
10,444
+13
810
$247K 0.01%
+901
811
$247K 0.01%
1,432
+8
812
$246K 0.01%
1,754
-151
813
$245K 0.01%
+6,660
814
$244K 0.01%
+1,837
815
$244K 0.01%
12,240
816
$243K 0.01%
+12,730
817
$242K 0.01%
6,351
-410
818
$242K 0.01%
4,208
+4
819
$239K 0.01%
+2,149
820
$238K 0.01%
8,786
-612
821
$238K 0.01%
+2,399
822
$238K 0.01%
6,572
823
$238K 0.01%
1,818
-6,829
824
$237K 0.01%
7,502
-711
825
$237K 0.01%
3,709
-100
31 32
33
34 35