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
826
$277K 0.01%
21,808
+2,560
827
$277K 0.01%
9,466
-999
828
$276K 0.01%
10,732
+732
829
$275K 0.01%
+4,340
830
$275K 0.01%
12,400
-3,470
831
$273K 0.01%
1,830
+437
832
$272K 0.01%
3,744
-583
833
$271K 0.01%
4,631
+11
834
$270K 0.01%
+2,419
835
$270K 0.01%
20,157
-6,404
836
$270K 0.01%
10,569
+113
837
$269K 0.01%
+2,800
838
$268K 0.01%
1,503
-393
839
$268K 0.01%
+1,935
840
$267K 0.01%
8,036
+368
841
$267K 0.01%
4,670
+939
842
$266K 0.01%
4,552
-218
843
$265K 0.01%
23,767
+1,199
844
$263K 0.01%
5,692
-52
845
$262K 0.01%
6,220
-853
846
$262K 0.01%
1,728
-158
847
$261K 0.01%
5,395
-320
848
$261K 0.01%
8,626
-460
849
$261K 0.01%
11,368
-838
850
$259K 0.01%
+15,287
32 33
34
35 36