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
926
$383K 0.01%
11,149
+27
927
$382K 0.01%
25,410
-850
928
$381K 0.01%
5,934
+1,223
929
$381K 0.01%
6,498
-535
930
$381K 0.01%
586
+25
931
$380K 0.01%
5,681
-298
932
$380K 0.01%
2,143
-81
933
$380K 0.01%
15,156
-51
934
$379K 0.01%
16,629
-58
935
$378K 0.01%
4,131
-215
936
$378K 0.01%
7,220
+579
937
$378K 0.01%
2,264
+30
938
$376K 0.01%
+5,790
939
$375K 0.01%
14,315
+107
940
$374K 0.01%
7,494
+806
941
$373K 0.01%
34,611
-4,144
942
$373K 0.01%
20,325
+497
943
$373K 0.01%
7,136
-415
944
$373K 0.01%
14,200
-1,453
945
$372K 0.01%
15,048
-1,394
946
$371K 0.01%
654
+103
947
$371K 0.01%
3,349
+42
948
$370K 0.01%
11,253
+1,406
949
$369K 0.01%
6,596
+537
950
$368K 0.01%
9,859
+3,916
36 37
38
39 40