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
901
$203K 0.01%
4,868
-8,189
902
$201K 0.01%
1,488
-233
903
$201K 0.01%
+1,950
904
$200K 0.01%
+8,951
905
$200K 0.01%
+1,895
906
$200K 0.01%
28,059
+5,736
907
$196K 0.01%
26,287
-2,004
908
$192K 0.01%
23,688
+18
909
$192K 0.01%
12,974
-743
910
$178K 0.01%
27,443
+2,012
911
$173K 0.01%
11,485
-12,651
912
$172K 0.01%
13,772
-971
913
$171K 0.01%
+10,911
914
$171K 0.01%
46,220
-200
915
$171K 0.01%
10,477
-3,547
916
$171K 0.01%
+4,275
917
$170K 0.01%
11,602
-280
918
$167K 0.01%
13,456
-2,229
919
$166K 0.01%
13,497
+1,567
920
$164K 0.01%
25,654
+6,900
921
$160K 0.01%
+183
922
$156K 0.01%
12,018
-1,094
923
$156K 0.01%
1,208
+234
924
$155K 0.01%
21,624
+81
925
$151K 0.01%
+11,547
35 36
37
38 39