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
1176
$220K 0.01%
+4,590
1177
$220K 0.01%
+9,499
1178
$220K 0.01%
4,261
-50
1179
$219K 0.01%
+4,473
1180
$219K 0.01%
8,564
-468
1181
$217K 0.01%
+4,362
1182
$217K 0.01%
+3,349
1183
$216K 0.01%
18,947
+153
1184
$215K 0.01%
5,427
-50
1185
$215K 0.01%
+7,738
1186
$215K 0.01%
40,970
+1,685
1187
$215K 0.01%
+4,815
1188
$214K 0.01%
+6,005
1189
$213K 0.01%
435
-53
1190
$213K 0.01%
+7,412
1191
$213K 0.01%
3,250
-11,847
1192
$213K 0.01%
760
-5
1193
$213K 0.01%
9,866
1194
$211K 0.01%
+6,351
1195
$210K 0.01%
+9,750
1196
$210K 0.01%
+5,533
1197
$208K 0.01%
+25,413
1198
$208K 0.01%
+5,163
1199
$208K 0.01%
+4,106
1200
$207K 0.01%
1,907
-204
46 47
48
49 50