SPC

Sigma Planning Corp Portfolio holdings

AUM $3.62B
1-Year Est. Return 21.99%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+21.99%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$2.75B
AUM Growth
-$582M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,452
New
Increased
Reduced
Closed

Top Buys

1
+$10.8M
2
+$7.86M
3
+$6.51M
4
BSCM
Invesco BulletShares 2022 Corporate Bond ETF
BSCM
+$5.14M
5
XOM icon
Exxon Mobil
XOM
+$4.2M

Top Sells

1
+$20.8M
2
+$17.5M
3
+$12.5M
4
PTBD icon
Pacer Trendpilot US Bond ETF
PTBD
+$7.89M
5
AAPL icon
Apple
AAPL
+$7.81M

Sector Composition

1 Technology 10.18%
2 Healthcare 5.22%
3 Consumer Discretionary 4.45%
4 Financials 4.38%
5 Industrials 3.45%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
876
$373K 0.01%
+6,506
877
$372K 0.01%
5,721
+2,106
878
$372K 0.01%
3,278
-103
879
$371K 0.01%
54,371
+10
880
$371K 0.01%
2,838
-62
881
$371K 0.01%
14,150
-6,950
882
$371K 0.01%
11,483
-649
883
$370K 0.01%
17,385
-1,715
884
$369K 0.01%
4,761
-324
885
$368K 0.01%
134,948
-89
886
$368K 0.01%
15,225
+8,137
887
$368K 0.01%
4,892
-2,840
888
$367K 0.01%
1,045
-279
889
$367K 0.01%
12,499
+6,246
890
$365K 0.01%
2,502
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891
$363K 0.01%
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892
$362K 0.01%
7,438
+10
893
$360K 0.01%
15,356
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894
$360K 0.01%
6,664
-4,301
895
$360K 0.01%
1,659
896
$360K 0.01%
7,159
-5
897
$359K 0.01%
10,069
-667
898
$357K 0.01%
+15,736
899
$357K 0.01%
6,089
-7
900
$357K 0.01%
11,296
+7,392
34 35
36
37 38