SPC

Sigma Planning Corp Portfolio holdings

AUM $3.62B
1-Year Est. Return 21.99%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+21.99%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$2.75B
AUM Growth
-$582M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,452
New
Increased
Reduced
Closed

Top Buys

1
+$10.8M
2
+$7.86M
3
+$6.51M
4
BSCM
Invesco BulletShares 2022 Corporate Bond ETF
BSCM
+$5.14M
5
XOM icon
Exxon Mobil
XOM
+$4.2M

Top Sells

1
+$20.8M
2
+$17.5M
3
+$12.5M
4
PTBD icon
Pacer Trendpilot US Bond ETF
PTBD
+$7.89M
5
AAPL icon
Apple
AAPL
+$7.81M

Sector Composition

1 Technology 10.18%
2 Healthcare 5.22%
3 Consumer Discretionary 4.45%
4 Financials 4.38%
5 Industrials 3.45%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$5.98M 0.22%
46,647
-2,845
102
$5.88M 0.21%
79,823
-5,885
103
$5.88M 0.21%
75,653
+5,864
104
$5.83M 0.21%
32,627
-575
105
$5.81M 0.21%
145,745
+16,521
106
$5.78M 0.21%
110,448
-1,403
107
$5.77M 0.21%
31,633
+2,241
108
$5.76M 0.21%
17,763
+1,812
109
$5.75M 0.21%
62,039
+3,427
110
$5.72M 0.21%
273,279
+131,666
111
$5.71M 0.21%
48,571
+9,827
112
$5.65M 0.21%
212,224
+2,381
113
$5.65M 0.21%
272,610
+132,144
114
$5.55M 0.2%
66,158
-17,848
115
$5.52M 0.2%
135,394
+3,202
116
$5.48M 0.2%
55,285
-6,089
117
$5.4M 0.2%
74,815
-6,924
118
$5.36M 0.2%
37,377
+3,107
119
$5.3M 0.19%
52,792
+7,862
120
$5.24M 0.19%
352,107
+73,512
121
$5.21M 0.19%
73,018
+1,031
122
$5.07M 0.18%
13,836
-2,426
123
$5.06M 0.18%
101,174
-43,278
124
$5M 0.18%
99,837
+58,395
125
$5M 0.18%
46,642
-827
3 4
5
6 7