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
$1.68B
AUM Growth
-$595M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,133
New
Increased
Reduced
Closed

Sector Composition

1 Technology 8.95%
2 Healthcare 4.92%
3 Consumer Discretionary 4.25%
4 Communication Services 4.01%
5 Consumer Staples 3.92%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
1076
-13,576
1077
-13,761
1078
-15,128
1079
-159,097
1080
-5,625
1081
-5,095
1082
-14,091
1083
-2,245
1084
-14,405
1085
-8,377
1086
-10,838
1087
-2,100
1088
-2,302
1089
-15,403
1090
-1,158
1091
-8,626
1092
-6,553
1093
-35,058
1094
-14,826
1095
-6,696
1096
-34,667
1097
-10,329
1098
-4,496
1099
-4,929
1100
-5,105