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
901
$403K 0.01%
8,214
-1,396
902
$402K 0.01%
1,746
-334
903
$401K 0.01%
2,297
+847
904
$400K 0.01%
29,528
-3,803
905
$400K 0.01%
4,465
+191
906
$400K 0.01%
11,604
-152
907
$398K 0.01%
7,507
+528
908
$396K 0.01%
6,923
-1,050
909
$393K 0.01%
7,621
-596
910
$392K 0.01%
+7,240
911
$392K 0.01%
11,238
-28,302
912
$392K 0.01%
4,917
+387
913
$391K 0.01%
5,793
-832
914
$391K 0.01%
6,475
+1,160
915
$390K 0.01%
+15,769
916
$389K 0.01%
13,135
-46,780
917
$388K 0.01%
1,987
+5
918
$388K 0.01%
14,905
919
$388K 0.01%
166
-315
920
$387K 0.01%
708
+3
921
$387K 0.01%
18,186
+4,175
922
$384K 0.01%
18,005
-945
923
$384K 0.01%
34,174
-77,237
924
$384K 0.01%
2,785
+901
925
$383K 0.01%
2,823
-2,249
35 36
37
38 39