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
$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
1001
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-5,950
1002
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-50
1003
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-28,660
1004
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-22,257
1005
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-10,759
1006
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-24,199
1007
– –
-9,460
1008
– –
-6,480
1009
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-34,104
1010
– –
-9,350
1011
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-19,200
1012
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-12,352
1013
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-5,968
1014
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-10,000
1015
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-14,315
1016
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-11,962
1017
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-10,423
1018
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-25,982
1019
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-13,100
1020
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-16,500
1021
– –
-1,427
1022
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-43,748
1023
– –
-11,093
1024
– –
-8,582
1025
– –
-1,421
39 40
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