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
851
$250K 0.01%
9,716
+260
852
$250K 0.01%
15,384
-1,084
853
$250K 0.01%
+5,369
854
$250K 0.01%
6,334
-233
855
$250K 0.01%
4,271
-148
856
$249K 0.01%
7,167
-887
857
$248K 0.01%
4,598
-1,002
858
$247K 0.01%
+5,617
859
$247K 0.01%
5,982
-85
860
$247K 0.01%
+9,016
861
$247K 0.01%
+4,170
862
$247K 0.01%
+18,513
863
$246K 0.01%
7,461
-1,023
864
$245K 0.01%
+14,075
865
$245K 0.01%
+1,405
866
$244K 0.01%
6,708
-4,582
867
$244K 0.01%
4,784
-170
868
$244K 0.01%
1,343
-156
869
$242K 0.01%
2,450
+32
870
$242K 0.01%
29,252
+2,785
871
$242K 0.01%
2,782
-39,426
872
$242K 0.01%
26,655
+9,522
873
$241K 0.01%
20,605
+175
874
$241K 0.01%
6,292
-900
875
$241K 0.01%
2,706
+86
33 34
35
36 37