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
826
$236K 0.01%
+1,040
827
$236K 0.01%
55,134
+7,100
828
$236K 0.01%
+6,637
829
$236K 0.01%
5,266
-346
830
$235K 0.01%
11,736
-541
831
$234K 0.01%
+1,792
832
$232K 0.01%
+5,271
833
$231K 0.01%
17,000
834
$230K 0.01%
+8,930
835
$230K 0.01%
4,678
-124
836
$230K 0.01%
8,401
-650
837
$230K 0.01%
+9,111
838
$230K 0.01%
3,785
-611
839
$229K 0.01%
2,861
-150
840
$229K 0.01%
4,527
-1,073
841
$228K 0.01%
1,972
-218
842
$228K 0.01%
6,338
-51
843
$228K 0.01%
2,363
-126
844
$228K 0.01%
+1,434
845
$227K 0.01%
+969
846
$227K 0.01%
+15,320
847
$227K 0.01%
+3,423
848
$226K 0.01%
4,442
-2,197
849
$226K 0.01%
19,243
-856
850
$225K 0.01%
9,883
-375
32 33
34
35 36