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
$1.94B
AUM Growth
+$181M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,057
New
Increased
Reduced
Closed

Top Buys

1
+$9.28M
2
+$8.59M
3
+$6.98M
4
IVW icon
iShares S&P 500 Growth ETF
IVW
+$5.82M
5
SPY icon
SPDR S&P 500 ETF Trust
SPY
+$5.41M

Top Sells

1
+$5.42M
2
+$5.26M
3
+$5.23M
4
AU icon
AngloGold Ashanti
AU
+$3.57M
5
IJJ icon
iShares S&P Mid-Cap 400 Value ETF
IJJ
+$3.43M

Sector Composition

1 Technology 7.38%
2 Financials 4.66%
3 Healthcare 4.23%
4 Consumer Discretionary 4.2%
5 Industrials 4.12%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$5.55M 0.29%
71,168
+10,720
77
$5.47M 0.28%
50,746
+9,453
78
$5.39M 0.28%
185,923
-9,165
79
$5.23M 0.27%
71,966
+6,095
80
$5.21M 0.27%
108,579
-46,397
81
$5.14M 0.27%
107,122
+2,963
82
$5.12M 0.26%
67,884
+51,136
83
$5.11M 0.26%
45,137
+3,908
84
$5.1M 0.26%
498,472
-23,980
85
$5.07M 0.26%
38,666
+1,021
86
$5.06M 0.26%
64,908
+20,845
87
$5.04M 0.26%
93,020
-52,260
88
$5.03M 0.26%
136,641
-2,346
89
$4.98M 0.26%
23,600
+3,489
90
$4.95M 0.26%
79,495
+21,436
91
$4.91M 0.25%
83,671
-16,258
92
$4.9M 0.25%
49,185
-1,980
93
$4.87M 0.25%
32,471
+1,761
94
$4.84M 0.25%
83,748
+3,740
95
$4.77M 0.25%
43,837
+1,063
96
$4.68M 0.24%
63,522
-5,968
97
$4.68M 0.24%
34,314
+2,592
98
$4.65M 0.24%
80,121
+3,217
99
$4.57M 0.24%
77,753
+51,213
100
$4.57M 0.24%
18,709
+3,328
2 3
4
5 6