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
$3.15B
AUM Growth
-$26.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,277
New
Increased
Reduced
Closed

Top Buys

1
+$7.99M
2
+$6.68M
3
+$6.31M
4
IGIB icon
iShares 5-10 Year Investment Grade Corporate Bond ETF
IGIB
+$6.24M
5
PAMC icon
Pacer Lunt MidCap Multi-Factor Alternator ETF
PAMC
+$4.91M

Top Sells

1
+$8.43M
2
+$6.97M
3
+$6.24M
4
MSFT icon
Microsoft
MSFT
+$5.07M
5
FNDF icon
Schwab Fundamental International Large Company Index ETF
FNDF
+$5.02M

Sector Composition

1 Technology 13.91%
2 Consumer Discretionary 4.29%
3 Healthcare 3.99%
4 Financials 3.89%
5 Industrials 3.01%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1176
$2.72K ﹤0.01%
+8
1177
$398 ﹤0.01%
10,218
1178
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-12,285
1179
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1180
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-583
1181
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1184
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1185
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1186
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1187
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1188
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-1,382
1189
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1190
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-32,553
1191
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1194
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1195
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-15,659
1196
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1197
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1198
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-9,852
1199
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1200
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-7,200
46 47
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