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
$3.33B
AUM Growth
+$219M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,492
New
Increased
Reduced
Closed

Top Buys

1
+$8.93M
2
+$8M
3
+$7.86M
4
NUE icon
Nucor
NUE
+$7.25M
5
RPV icon
Invesco S&P 500 Pure Value ETF
RPV
+$7.03M

Top Sells

1
+$25.7M
2
+$18.8M
3
+$18.5M
4
ARKW icon
ARK Web x.0 ETF
ARKW
+$8.45M
5
IVZ icon
Invesco
IVZ
+$8.25M

Sector Composition

1 Technology 11.01%
2 Consumer Discretionary 6.42%
3 Financials 4.86%
4 Healthcare 4.49%
5 Communication Services 4.34%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1251
$210K 0.01%
5,171
-1,016
1252
$209K 0.01%
32,845
-872
1253
$209K 0.01%
2,512
+96
1254
$209K 0.01%
6,275
-646
1255
$209K 0.01%
+1,544
1256
$209K 0.01%
32,985
+7,224
1257
$208K 0.01%
+1,616
1258
$208K 0.01%
7,158
-606
1259
$208K 0.01%
11,176
+29
1260
$207K 0.01%
+7,745
1261
$206K 0.01%
2,548
-479
1262
$206K 0.01%
384
-15
1263
$205K 0.01%
+8,000
1264
$205K 0.01%
+5,156
1265
$205K 0.01%
678
-284
1266
$205K 0.01%
1,916
-548
1267
$205K 0.01%
+3,383
1268
$205K 0.01%
5,639
-291
1269
$204K 0.01%
+3,499
1270
$204K 0.01%
2,330
+1
1271
$204K 0.01%
3,876
+2
1272
$204K 0.01%
13,328
+1,569
1273
$204K 0.01%
2,113
-25
1274
$204K 0.01%
10,400
-650
1275
$203K 0.01%
11,418
+1,243
49 50
51
52 53