SPC

Sigma Planning Corp Portfolio holdings

AUM $3.6B
1-Year Est. Return 24.63%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+24.63%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$3.52B
AUM Growth
+$191M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,382
New
Increased
Reduced
Closed

Top Buys

1
+$4.27M
2
+$3.77M
3
+$3.58M
4
CVX icon
Chevron
CVX
+$3.38M
5
SPMO icon
Invesco S&P 500 Momentum ETF
SPMO
+$3.08M

Top Sells

1
+$12.9M
2
+$9.65M
3
+$8.83M
4
ABBV icon
AbbVie
ABBV
+$8.72M
5
QQQ icon
Invesco QQQ Trust
QQQ
+$7.83M

Sector Composition

1 Technology 15.66%
2 Financials 4.45%
3 Consumer Discretionary 4.26%
4 Industrials 3.55%
5 Communication Services 3.45%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
851
$466K 0.01%
+2,608
852
$465K 0.01%
11,368
+843
853
$464K 0.01%
2,932
-128
854
$462K 0.01%
28,460
-8,236
855
$460K 0.01%
8,389
-7
856
$460K 0.01%
3,789
+278
857
$457K 0.01%
10,414
-296
858
$457K 0.01%
+22,298
859
$456K 0.01%
6,488
+604
860
$455K 0.01%
17,562
-258
861
$454K 0.01%
11,507
-410
862
$452K 0.01%
16,766
-407
863
$451K 0.01%
10,503
-2,182
864
$451K 0.01%
19,439
+257
865
$448K 0.01%
10,432
-180
866
$447K 0.01%
+4,434
867
$441K 0.01%
7,157
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868
$437K 0.01%
7,306
-26
869
$434K 0.01%
1,151
-67
870
$434K 0.01%
84,105
+188
871
$433K 0.01%
9,848
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872
$433K 0.01%
16,990
+532
873
$433K 0.01%
10,836
-9,349
874
$430K 0.01%
6,417
-788
875
$429K 0.01%
22,246
-1,985
33 34
35
36 37