SPC

Sigma Planning Corp Portfolio holdings

AUM $3.52B
1-Year Est. Return 21.17%
This Quarter Est. Return
1 Year Est. Return
+21.17%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$2.27B
AUM Growth
+$196M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,122
New
Increased
Reduced
Closed

Top Buys

1
+$7.75M
2
+$6.44M
3
+$6.28M
4
DIA icon
SPDR Dow Jones Industrial Average ETF Trust
DIA
+$5.71M
5
LQD icon
iShares iBoxx $ Investment Grade Corporate Bond ETF
LQD
+$4.69M

Top Sells

1
+$6.7M
2
+$6.15M
3
+$6.11M
4
TLT icon
iShares 20+ Year Treasury Bond ETF
TLT
+$5.44M
5
IVW icon
iShares S&P 500 Growth ETF
IVW
+$5.11M

Sector Composition

1 Technology 7.68%
2 Financials 4.7%
3 Healthcare 4.18%
4 Industrials 4%
5 Consumer Discretionary 3.82%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
876
$244K 0.01%
8,815
877
$244K 0.01%
7,761
+2
878
$243K 0.01%
+7,972
879
$242K 0.01%
3,207
-865
880
$242K 0.01%
13,360
+1,999
881
$242K 0.01%
+1,104
882
$241K 0.01%
2,778
+28
883
$240K 0.01%
59,641
+172
884
$240K 0.01%
+11,186
885
$239K 0.01%
4,960
-257
886
$239K 0.01%
+3,238
887
$239K 0.01%
+30,789
888
$238K 0.01%
4,086
+70
889
$238K 0.01%
+11,547
890
$237K 0.01%
2,245
-131
891
$236K 0.01%
4,929
-24
892
$236K 0.01%
12,187
+771
893
$235K 0.01%
9,957
+36
894
$235K 0.01%
6,696
-145
895
$235K 0.01%
+7,483
896
$233K 0.01%
3,592
-528
897
$231K 0.01%
+1,565
898
$230K 0.01%
4,005
-538
899
$229K 0.01%
10,846
-1,547
900
$228K 0.01%
1,465
+78
34 35
36
37 38