SPC
Sigma Planning Corp Portfolio holdings
AUM
$3.33B
This Quarter Return
+2.39%
1 Year Return
+17.21%
3 Year Return
+65.27%
5 Year Return
+117.04%
10 Year Return
+263.51%
AUM
$3.18B
AUM Growth
+$3.18B
(-2.4%)
Cap. Flow
-$49.2M
Cap. Flow
% of AUM
-1.54%
Top 10 Holdings %
Top 10 Hldgs %
27.03%
Holding
1,271
New
64
Increased
504
Reduced
559
Closed
111
Top Buys
| 1 |
Schwab US Large-Cap Growth ETF
SCHG
|
$20.4M |
| 2 |
Schwab US Dividend Equity ETF
SCHD
|
$16.7M |
| 3 |
Schwab US Large- Cap ETF
SCHX
|
$8.84M |
| 4 |
DUKQ
Ocean Park Domestic ETF
DUKQ
|
$5.28M |
| 5 |
LHA Market State Tactical Beta ETF
MSTB
|
$5.26M |
Top Sells
Sector Composition
| 1 | Technology | 14.13% |
| 2 | Consumer Discretionary | 4.56% |
| 3 | Financials | 4.27% |
| 4 | Healthcare | 3.64% |
| 5 | Industrials | 3.03% |
