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
$2.51B
AUM Growth
+$242M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,181
New
Increased
Reduced
Closed

Top Buys

1
+$16.6M
2
+$12.8M
3
+$12.5M
4
LQD icon
iShares iBoxx $ Investment Grade Corporate Bond ETF
LQD
+$11.7M
5
GLD icon
SPDR Gold Trust
GLD
+$8.19M

Top Sells

1
+$14.1M
2
+$10.6M
3
+$6.17M
4
FBT icon
First Trust NYSE Arca Biotechnology Index Fund
FBT
+$5.12M
5
IVW icon
iShares S&P 500 Growth ETF
IVW
+$5.1M

Sector Composition

1 Technology 11.85%
2 Consumer Discretionary 6.37%
3 Healthcare 4.98%
4 Communication Services 4.08%
5 Financials 3.85%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
826
$270K 0.01%
9,405
-1,535
827
$270K 0.01%
4,533
-892
828
$269K 0.01%
23,769
+38
829
$269K 0.01%
17,276
-1,979
830
$268K 0.01%
5,416
-250
831
$268K 0.01%
6,647
+214
832
$267K 0.01%
12,541
-2,267
833
$267K 0.01%
8,244
-4,144
834
$263K 0.01%
10,794
-1,221
835
$261K 0.01%
+9,657
836
$261K 0.01%
3,353
-766
837
$260K 0.01%
+2,090
838
$259K 0.01%
5,733
839
$257K 0.01%
+5,122
840
$256K 0.01%
2,677
+12
841
$256K 0.01%
+8,757
842
$256K 0.01%
4,238
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843
$255K 0.01%
18,955
-384
844
$255K 0.01%
6,617
+518
845
$254K 0.01%
+2,718
846
$252K 0.01%
2,230
+45
847
$251K 0.01%
7,930
-130
848
$251K 0.01%
4,547
-613
849
$251K 0.01%
+7,991
850
$250K 0.01%
1,153
+10
32 33
34
35 36