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
851
$225K 0.01%
3,633
-215
852
$223K 0.01%
2,750
-121
853
$222K 0.01%
1,508
-15
854
$222K 0.01%
+1,383
855
$222K 0.01%
7,757
-299
856
$221K 0.01%
6,150
-936
857
$221K 0.01%
+12,430
858
$221K 0.01%
162
859
$220K 0.01%
+7,723
860
$219K 0.01%
15,418
861
$219K 0.01%
20,975
-4,350
862
$219K 0.01%
4,646
+388
863
$218K 0.01%
+5,515
864
$218K 0.01%
+11,433
865
$218K 0.01%
37,922
866
$218K 0.01%
+1,530
867
$217K 0.01%
17,022
+6,217
868
$217K 0.01%
9,429
-55
869
$216K 0.01%
5,658
-90
870
$216K 0.01%
12,600
-78
871
$216K 0.01%
1,671
+45
872
$216K 0.01%
+5,276
873
$216K 0.01%
14,432
+119
874
$215K 0.01%
+8,466
875
$215K 0.01%
8,501
-1,970
33 34
35
36 37