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
926
$150K 0.01%
61,809
+1,356
927
$149K 0.01%
447
+27
928
$137K 0.01%
4,765
-2,908
929
$134K 0.01%
14,085
+1,716
930
$130K 0.01%
12,118
-436
931
$128K 0.01%
+49,200
932
$126K 0.01%
27,603
+3,470
933
$123K 0.01%
13,031
-1,975
934
$117K 0.01%
14,131
+805
935
$116K 0.01%
612
-18
936
$114K 0.01%
+12,280
937
$114K 0.01%
14,007
-1,503
938
$112K 0.01%
+10,140
939
$112K 0.01%
2,004
-272
940
$111K 0.01%
41,500
+1,000
941
$110K 0.01%
3,678
+206
942
$108K 0.01%
10,953
-612
943
$102K 0.01%
10,159
+52
944
$99K 0.01%
+10,064
945
$97K 0.01%
19,300
+300
946
$95K ﹤0.01%
15,807
-135
947
$94K ﹤0.01%
12,492
-777
948
$91K ﹤0.01%
15,637
+1,788
949
$84K ﹤0.01%
10,217
+139
950
$82K ﹤0.01%
+12,482
36 37
38
39 40