SPC

Sigma Planning Corp Portfolio holdings

AUM $3.62B
1-Year Est. Return 21.99%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+21.99%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$1.49B
AUM Growth
+$134M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
961
New
Increased
Reduced
Closed

Top Buys

1
+$6.77M
2
+$6.16M
3
+$5.36M
4
FLOT icon
iShares Floating Rate Bond ETF
FLOT
+$5.13M
5
IVW icon
iShares S&P 500 Growth ETF
IVW
+$5.1M

Top Sells

1
+$5.9M
2
+$3.54M
3
+$2.94M
4
IVV icon
iShares Core S&P 500 ETF
IVV
+$2.44M
5
HBAN icon
Huntington Bancshares
HBAN
+$2.02M

Sector Composition

1 Technology 6.88%
2 Financials 4.76%
3 Healthcare 4.76%
4 Industrials 4.33%
5 Consumer Discretionary 4.05%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
951
– –
-4,000
952
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953
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-37,413
954
– –
-5,135
955
– –
-25,000
956
– –
-3,141
957
– –
-2,863
958
– –
-12,050
959
– –
-17,878
960
– –
-14,472
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