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
876
$215K 0.01%
5,812
-63
877
$214K 0.01%
9,861
-1,108
878
$214K 0.01%
18,395
+5,106
879
$214K 0.01%
+5,522
880
$213K 0.01%
3,333
-3,087
881
$212K 0.01%
1,457
-303
882
$212K 0.01%
+3,974
883
$212K 0.01%
10,180
+174
884
$212K 0.01%
+8,837
885
$212K 0.01%
+1,647
886
$212K 0.01%
3,541
-1,043
887
$210K 0.01%
11,252
+70
888
$210K 0.01%
1,443
-94
889
$209K 0.01%
11,973
+1,333
890
$209K 0.01%
+4,346
891
$209K 0.01%
13,893
892
$208K 0.01%
37,292
+3,062
893
$208K 0.01%
4,543
-1,137
894
$208K 0.01%
+5,145
895
$207K 0.01%
3,449
-573
896
$206K 0.01%
+2,066
897
$205K 0.01%
11,318
-459
898
$204K 0.01%
+650
899
$204K 0.01%
11,799
+1,007
900
$203K 0.01%
+6,121
34 35
36
37 38