SPC

Sigma Planning Corp Portfolio holdings

AUM $3.52B
1-Year Est. Return 21.17%
This Quarter Est. Return
1 Year Est. Return
+21.17%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$913M
AUM Growth
+$75.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
823
New
Increased
Reduced
Closed

Top Buys

1
+$8.79M
2
+$7.62M
3
+$7.56M
4
IWM icon
iShares Russell 2000 ETF
IWM
+$6.61M
5
IUSG icon
iShares Core S&P US Growth ETF
IUSG
+$5.1M

Top Sells

1
+$4.67M
2
+$3.88M
3
+$3.32M
4
IYR icon
iShares US Real Estate ETF
IYR
+$1.89M
5
IJJ icon
iShares S&P Mid-Cap 400 Value ETF
IJJ
+$1.68M

Sector Composition

1 Technology 5.04%
2 Consumer Staples 4.87%
3 Financials 4.79%
4 Industrials 4.52%
5 Healthcare 4.29%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$2.57M 0.28%
110,955
+4,428
77
$2.54M 0.28%
18,962
-848
78
$2.53M 0.28%
20,811
-1,547
79
$2.51M 0.27%
48,554
+764
80
$2.47M 0.27%
21,903
-8,904
81
$2.46M 0.27%
54,004
-32,184
82
$2.43M 0.27%
20,211
+1,780
83
$2.41M 0.26%
21,712
+209
84
$2.4M 0.26%
103,318
+56,183
85
$2.38M 0.26%
48,492
+9,271
86
$2.38M 0.26%
57,415
-1,455
87
$2.37M 0.26%
59,860
+1,800
88
$2.35M 0.26%
41,874
+25,401
89
$2.33M 0.26%
64,337
-1,959
90
$2.3M 0.25%
97,925
-14,615
91
$2.29M 0.25%
20,091
+2,765
92
$2.27M 0.25%
43,242
+3,820
93
$2.23M 0.24%
20,346
-3,975
94
$2.21M 0.24%
13,926
+4,321
95
$2.19M 0.24%
30,194
-23,134
96
$2.19M 0.24%
8,752
+2,487
97
$2.16M 0.24%
77,683
-6,796
98
$2.15M 0.24%
34,825
+4,324
99
$2.15M 0.24%
25,238
-1,827
100
$2.14M 0.23%
55,460
+4,400
2 3
4
5 6