SPC

Sigma Planning Corp Portfolio holdings

AUM $3.6B
1-Year Est. Return 24.63%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+24.63%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$3.52B
AUM Growth
+$191M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,382
New
Increased
Reduced
Closed

Top Buys

1
+$4.27M
2
+$3.77M
3
+$3.58M
4
CVX icon
Chevron
CVX
+$3.38M
5
SPMO icon
Invesco S&P 500 Momentum ETF
SPMO
+$3.08M

Top Sells

1
+$12.9M
2
+$9.65M
3
+$8.83M
4
ABBV icon
AbbVie
ABBV
+$8.72M
5
QQQ icon
Invesco QQQ Trust
QQQ
+$7.83M

Sector Composition

1 Technology 15.66%
2 Financials 4.45%
3 Consumer Discretionary 4.26%
4 Industrials 3.55%
5 Communication Services 3.45%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1151
$230K 0.01%
+8,299
1152
$230K 0.01%
6,901
-865
1153
$229K 0.01%
3,186
-50
1154
$228K 0.01%
7,410
+271
1155
$228K 0.01%
+1,805
1156
$228K 0.01%
+8,243
1157
$227K 0.01%
+1,560
1158
$227K 0.01%
8,335
-3
1159
$227K 0.01%
+2,691
1160
$226K 0.01%
+2,574
1161
$226K 0.01%
+1,300
1162
$226K 0.01%
+1,712
1163
$226K 0.01%
3,298
-306
1164
$225K 0.01%
+8,343
1165
$225K 0.01%
8,503
1166
$224K 0.01%
2,322
-564
1167
$224K 0.01%
+8,262
1168
$224K 0.01%
+6,513
1169
$223K 0.01%
4,149
+80
1170
$223K 0.01%
8,391
1171
$223K 0.01%
6,168
-221
1172
$222K 0.01%
+2,234
1173
$221K 0.01%
+2,871
1174
$221K 0.01%
8,908
-2,462
1175
$220K 0.01%
5,656
-8,534
45 46
47
48 49