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
$1.29B
AUM Growth
+$87.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
913
New
Increased
Reduced
Closed

Top Buys

1
+$5.76M
2
+$5.68M
3
+$5.42M
4
IJH icon
iShares Core S&P Mid-Cap ETF
IJH
+$2.84M
5
FDN icon
First Trust Dow Jones Internet Index Fund ETF
FDN
+$2.8M

Top Sells

1
+$12.8M
2
+$10.8M
3
+$4.27M
4
IYR icon
iShares US Real Estate ETF
IYR
+$2.44M
5
SWKS icon
Skyworks Solutions
SWKS
+$2.43M

Sector Composition

1 Technology 6.01%
2 Financials 5.15%
3 Industrials 4.95%
4 Healthcare 4.67%
5 Consumer Staples 4.34%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$3.04M 0.23%
53,655
+1,149
102
$3.02M 0.23%
19,782
+12,305
103
$3.01M 0.23%
47,047
-250
104
$2.98M 0.23%
22,261
+119
105
$2.92M 0.22%
61,153
+894
106
$2.92M 0.22%
33,782
+465
107
$2.89M 0.22%
72,373
-48,036
108
$2.89M 0.22%
55,600
+3,785
109
$2.88M 0.22%
16,561
+1,739
110
$2.88M 0.22%
25,259
+3,297
111
$2.87M 0.22%
109,046
+1,842
112
$2.87M 0.22%
209,456
-17,456
113
$2.86M 0.22%
57,998
+27,884
114
$2.86M 0.22%
34,481
-1,552
115
$2.86M 0.22%
19,320
+996
116
$2.82M 0.22%
11,486
+353
117
$2.8M 0.22%
52,151
+1,201
118
$2.78M 0.21%
76,954
+4,608
119
$2.77M 0.21%
66,146
-223
120
$2.75M 0.21%
22,216
-3,655
121
$2.69M 0.21%
32,988
-1,003
122
$2.68M 0.21%
68,545
+30,023
123
$2.68M 0.21%
26,290
+317
124
$2.63M 0.2%
32,428
-30,092
125
$2.62M 0.2%
34,561
+21,893
3 4
5
6 7