SPC

Sigma Planning Corp Portfolio holdings

AUM $3.62B
1-Year Est. Return 22%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+22%
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
+$8.81M
2
+$8.13M
3
+$6.9M
4
AGG icon
iShares Core US Aggregate Bond ETF
AGG
+$3.49M
5
EMB icon
iShares JPMorgan USD Emerging Markets Bond ETF
EMB
+$3.04M

Top Sells

1
+$8.3M
2
+$7.99M
3
+$6.79M
4
IWM icon
iShares Russell 2000 ETF
IWM
+$4.41M
5
IJH icon
iShares Core S&P Mid-Cap ETF
IJH
+$3.52M

Sector Composition

1 Technology 5.45%
2 Financials 5.07%
3 Healthcare 4.9%
4 Industrials 4.8%
5 Consumer Staples 4.35%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
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827
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830
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832
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833
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834
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835
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836
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837
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-33,641
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