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
$3.33B
AUM Growth
+$219M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,492
New
Increased
Reduced
Closed

Top Buys

1
+$8.93M
2
+$8M
3
+$7.86M
4
NUE icon
Nucor
NUE
+$7.25M
5
RPV icon
Invesco S&P 500 Pure Value ETF
RPV
+$7.03M

Top Sells

1
+$25.7M
2
+$18.8M
3
+$18.5M
4
ARKW icon
ARK Web x.0 ETF
ARKW
+$8.45M
5
IVZ icon
Invesco
IVZ
+$8.25M

Sector Composition

1 Technology 11.01%
2 Consumer Discretionary 6.42%
3 Financials 4.86%
4 Healthcare 4.49%
5 Communication Services 4.34%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1151
$257K 0.01%
2,244
+195
1152
$257K 0.01%
+5,843
1153
$257K 0.01%
5,095
-102
1154
$256K 0.01%
+3,362
1155
$254K 0.01%
+1,135
1156
$254K 0.01%
12,151
+427
1157
$254K 0.01%
13,200
+550
1158
$254K 0.01%
+4,731
1159
$254K 0.01%
9,690
+706
1160
$253K 0.01%
+8,531
1161
$252K 0.01%
3,810
-128
1162
$252K 0.01%
3,461
-105
1163
$252K 0.01%
5,449
-419
1164
$251K 0.01%
7,800
+15
1165
$250K 0.01%
+3,587
1166
$250K 0.01%
1,305
-116
1167
$249K 0.01%
3,113
+17
1168
$249K 0.01%
2,663
+30
1169
$247K 0.01%
+3,187
1170
$244K 0.01%
+8,750
1171
$243K 0.01%
+4,588
1172
$243K 0.01%
6,338
+2
1173
$242K 0.01%
2,642
-358
1174
$242K 0.01%
1,210
-117
1175
$241K 0.01%
4,223
+250
45 46
47
48 49