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
951
$368K 0.01%
+15,899
952
$367K 0.01%
10,696
+106
953
$367K 0.01%
7,765
+19
954
$365K 0.01%
2,758
+934
955
$365K 0.01%
8,199
-298
956
$365K 0.01%
7,261
+125
957
$362K 0.01%
3,791
+1,145
958
$360K 0.01%
+9,563
959
$359K 0.01%
28,123
-5,330
960
$356K 0.01%
83
+9
961
$356K 0.01%
3,956
-1,843
962
$354K 0.01%
+26,911
963
$354K 0.01%
+12,900
964
$353K 0.01%
4,603
+3
965
$352K 0.01%
3,203
966
$352K 0.01%
11,800
-2,043
967
$351K 0.01%
5,640
+708
968
$351K 0.01%
3,685
+17
969
$351K 0.01%
12,045
+3,366
970
$350K 0.01%
14,119
-2,498
971
$349K 0.01%
1,626
-174
972
$349K 0.01%
3,209
+14
973
$348K 0.01%
1,005
-238
974
$348K 0.01%
3,639
+32
975
$348K 0.01%
3,412
-417
37 38
39
40 41