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
$2.67B
AUM Growth
-$117M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,316
New
Increased
Reduced
Closed

Top Buys

1
+$10.9M
2
+$5.16M
3
+$4.31M
4
MOAT icon
VanEck Morningstar Wide Moat ETF
MOAT
+$3.71M
5
ABT icon
Abbott
ABT
+$3.49M

Top Sells

1
+$4.82M
2
+$3.79M
3
+$3.62M
4
TSLA icon
Tesla
TSLA
+$3.56M
5
IJR icon
iShares Core S&P Small-Cap ETF
IJR
+$3.33M

Sector Composition

1 Technology 11.23%
2 Healthcare 4.66%
3 Consumer Discretionary 4.34%
4 Financials 4.17%
5 Industrials 3.45%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1151
$63.3K ﹤0.01%
14,060
+278
1152
$62.9K ﹤0.01%
1,437
-828
1153
$61.8K ﹤0.01%
18,125
1154
$60K ﹤0.01%
11,701
-37,314
1155
$58.9K ﹤0.01%
16,180
-1,695
1156
$58.1K ﹤0.01%
12,326
1157
$50.8K ﹤0.01%
5,802
1158
$47K ﹤0.01%
11,861
-1,881
1159
$46.5K ﹤0.01%
988
+6
1160
$44.9K ﹤0.01%
+11,999
1161
$41.9K ﹤0.01%
13,932
-997
1162
$37.3K ﹤0.01%
+11,518
1163
$36.6K ﹤0.01%
953
-34
1164
$36.2K ﹤0.01%
+10,700
1165
$32.2K ﹤0.01%
+19,500
1166
$31K ﹤0.01%
12,989
+683
1167
$29.9K ﹤0.01%
5,099
+605
1168
$26.5K ﹤0.01%
10,011
-49
1169
$24.2K ﹤0.01%
15,102
-200
1170
$24.1K ﹤0.01%
575
1171
$21.1K ﹤0.01%
10,700
1172
$20.9K ﹤0.01%
18,500
1173
$20.2K ﹤0.01%
1,020
1174
$19.1K ﹤0.01%
114,500
+39,999
1175
$18.7K ﹤0.01%
11,050
45 46
47
48 49