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
876
$428K 0.01%
9,676
+361
877
$427K 0.01%
22,990
+4,129
878
$427K 0.01%
4,581
-1,031
879
$427K 0.01%
12,950
+816
880
$426K 0.01%
7,490
-1,003
881
$426K 0.01%
2,562
+334
882
$425K 0.01%
7,934
+2,176
883
$425K 0.01%
+5,025
884
$424K 0.01%
9,497
+109
885
$424K 0.01%
8,149
-157
886
$424K 0.01%
927
+22
887
$423K 0.01%
16,837
-2,398
888
$420K 0.01%
6,625
889
$415K 0.01%
16,395
-209
890
$415K 0.01%
6,056
+218
891
$414K 0.01%
7,396
-368
892
$412K 0.01%
1,849
-377
893
$411K 0.01%
16,411
-72
894
$410K 0.01%
9,024
+18
895
$408K 0.01%
+14,100
896
$408K 0.01%
13,109
897
$405K 0.01%
+3,466
898
$404K 0.01%
4,615
-112
899
$403K 0.01%
2,948
-4,995
900
$403K 0.01%
4,233
+29
34 35
36
37 38