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
$2.51B
AUM Growth
+$242M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,181
New
Increased
Reduced
Closed

Top Buys

1
+$16.6M
2
+$12.8M
3
+$12.5M
4
LQD icon
iShares iBoxx $ Investment Grade Corporate Bond ETF
LQD
+$11.7M
5
GLD icon
SPDR Gold Trust
GLD
+$8.19M

Top Sells

1
+$14.1M
2
+$10.6M
3
+$6.17M
4
FBT icon
First Trust NYSE Arca Biotechnology Index Fund
FBT
+$5.12M
5
IVW icon
iShares S&P 500 Growth ETF
IVW
+$5.1M

Sector Composition

1 Technology 11.85%
2 Consumer Discretionary 6.37%
3 Healthcare 4.98%
4 Communication Services 4.08%
5 Financials 3.85%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
926
$212K 0.01%
+11,701
927
$212K 0.01%
+5,762
928
$211K 0.01%
+1,835
929
$211K 0.01%
12,334
-942
930
$211K 0.01%
2,690
-872
931
$210K 0.01%
1,939
-781
932
$209K 0.01%
+3,348
933
$208K 0.01%
+11,273
934
$207K 0.01%
+1,280
935
$207K 0.01%
+6,699
936
$206K 0.01%
38,368
+3,504
937
$206K 0.01%
+2,017
938
$206K 0.01%
25,734
+4,750
939
$206K 0.01%
+2,062
940
$205K 0.01%
17,976
-13,179
941
$205K 0.01%
3,802
-1,009
942
$204K 0.01%
8,670
-69,580
943
$204K 0.01%
38,062
+301
944
$203K 0.01%
+10,323
945
$203K 0.01%
+6,844
946
$201K 0.01%
899
-1,099
947
$200K 0.01%
+6,563
948
$199K 0.01%
10,469
-2,905
949
$199K 0.01%
28,963
-75,119
950
$196K 0.01%
14,355
+3,676
36 37
38
39 40