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
826
$84K 0.01%
13,453
+583
827
$77K 0.01%
43,492
+29,379
828
$76K 0.01%
+30,000
829
$70K 0.01%
+11,583
830
$69K 0.01%
889
+477
831
$68K 0.01%
1,723
-1,338
832
$66K 0.01%
11,130
-4,037
833
$62K ﹤0.01%
+2,527
834
– –
0
835
$55K ﹤0.01%
17,529
-579
836
$52K ﹤0.01%
+11,804
837
$50K ﹤0.01%
17,523
+2
838
$49K ﹤0.01%
1,677
-3,423
839
$48K ﹤0.01%
5,757
840
$44K ﹤0.01%
18,621
+5,585
841
$43K ﹤0.01%
14,472
842
$42K ﹤0.01%
+13,514
843
$32K ﹤0.01%
1
844
$31K ﹤0.01%
13,276
+1,400
845
$19K ﹤0.01%
+10,452
846
$15K ﹤0.01%
+12,050
847
$13K ﹤0.01%
16,278
848
– –
-12,124
849
– –
-17,227
850
– –
-10,409
32 33
34
35 36