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
876
$241K 0.01%
+3,995
877
$241K 0.01%
10,525
-26,370
878
$240K 0.01%
8,871
+301
879
$239K 0.01%
+5,695
880
$239K 0.01%
+4,124
881
$238K 0.01%
32,469
+325
882
$237K 0.01%
2,613
-200
883
$237K 0.01%
10,214
-623
884
$237K 0.01%
15,115
-2,605
885
$235K 0.01%
3,702
-43,569
886
$234K 0.01%
3,842
-82
887
$233K 0.01%
69,435
+4,680
888
$233K 0.01%
4,548
-67
889
$233K 0.01%
+2,319
890
$232K 0.01%
+6,973
891
$232K 0.01%
38,219
+25,877
892
$232K 0.01%
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893
$232K 0.01%
5,899
+4
894
$231K 0.01%
+6,010
895
$231K 0.01%
5,812
-259
896
$230K 0.01%
8,155
-400
897
$229K 0.01%
15,773
-6,206
898
$228K 0.01%
3,028
-87
899
$227K 0.01%
+10,419
900
$227K 0.01%
4,597
-53,884
34 35
36
37 38