SPC
Sigma Planning Corp Portfolio holdings
AUM
$3.33B
1-Year Return
17.21%
This Quarter Return
-4.64%
1 Year Return
+17.21%
3 Year Return
+65.27%
5 Year Return
+117.04%
10 Year Return
+263.51%
AUM
$2.61B
AUM Growth
-$135M
(-4.9%)
Cap. Flow
+$10.4M
Cap. Flow
% of AUM
0.4%
Top 10 Holdings %
Top 10 Hldgs %
20.48%
Holding
1,350
New
72
Increased
589
Reduced
549
Closed
96
Top Buys
| 1 |
iShares 1-3 Year Treasury Bond ETF
SHY
|
$17.8M |
| 2 |
PepsiCo
PEP
|
$7.93M |
| 3 |
iShares Core S&P 500 ETF
IVV
|
$6.94M |
| 4 |
Innovator Defined Wealth Shield ETF
BALT
|
$4.81M |
| 5 |
Innovator Power Buffer Step-Up Strategy ETF
PSTP
|
$4.69M |
Top Sells
Sector Composition
| 1 | Technology | 9.97% |
| 2 | Healthcare | 5.2% |
| 3 | Consumer Discretionary | 4.82% |
| 4 | Financials | 4.34% |
| 5 | Consumer Staples | 3.55% |
