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
$2.27B
AUM Growth
+$196M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,122
New
Increased
Reduced
Closed

Top Buys

1
+$7.75M
2
+$6.44M
3
+$6.28M
4
DIA icon
SPDR Dow Jones Industrial Average ETF Trust
DIA
+$5.71M
5
LQD icon
iShares iBoxx $ Investment Grade Corporate Bond ETF
LQD
+$4.69M

Top Sells

1
+$6.7M
2
+$6.15M
3
+$6.11M
4
TLT icon
iShares 20+ Year Treasury Bond ETF
TLT
+$5.44M
5
IVW icon
iShares S&P 500 Growth ETF
IVW
+$5.11M

Sector Composition

1 Technology 7.68%
2 Financials 4.7%
3 Healthcare 4.18%
4 Industrials 4%
5 Consumer Discretionary 3.82%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
801
$294K 0.01%
+19,743
802
$293K 0.01%
29,505
+300
803
$293K 0.01%
8,510
-17,385
804
$293K 0.01%
12,962
-8,605
805
$293K 0.01%
29,213
+15,115
806
$292K 0.01%
8,404
-9,169
807
$292K 0.01%
5,451
+436
808
$291K 0.01%
13,417
+952
809
$291K 0.01%
+20,510
810
$288K 0.01%
13,213
-555
811
$287K 0.01%
1,970
-61
812
$287K 0.01%
9,061
-3,473
813
$286K 0.01%
22,380
-1,159
814
$286K 0.01%
+8,810
815
$285K 0.01%
32,838
+9,150
816
$284K 0.01%
1,877
-535
817
$283K 0.01%
3,626
-323
818
$283K 0.01%
1,829
-61
819
$283K 0.01%
+6,220
820
$281K 0.01%
15,801
-282
821
$280K 0.01%
5,054
+216
822
$279K 0.01%
4,522
+170
823
$279K 0.01%
2,819
-65
824
$278K 0.01%
10,645
-128
825
$278K 0.01%
27,116
+16,309
31 32
33
34 35