SPC

Sigma Planning Corp Portfolio holdings

AUM $3.6B
1-Year Est. Return 24.63%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+24.63%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$3.52B
AUM Growth
+$191M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,382
New
Increased
Reduced
Closed

Top Buys

1
+$4.27M
2
+$3.77M
3
+$3.58M
4
CVX icon
Chevron
CVX
+$3.38M
5
SPMO icon
Invesco S&P 500 Momentum ETF
SPMO
+$3.08M

Top Sells

1
+$12.9M
2
+$9.65M
3
+$8.83M
4
ABBV icon
AbbVie
ABBV
+$8.72M
5
QQQ icon
Invesco QQQ Trust
QQQ
+$7.83M

Sector Composition

1 Technology 15.66%
2 Financials 4.45%
3 Consumer Discretionary 4.26%
4 Industrials 3.55%
5 Communication Services 3.45%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1251
$93.3K ﹤0.01%
10,495
+56
1252
$92.8K ﹤0.01%
14,960
-40
1253
$92.1K ﹤0.01%
31,435
1254
$91.2K ﹤0.01%
12,069
1255
$87.6K ﹤0.01%
+10,108
1256
$84K ﹤0.01%
10,510
+189
1257
$81.1K ﹤0.01%
+11,000
1258
$79.1K ﹤0.01%
12,994
+52
1259
$78.8K ﹤0.01%
14,000
-771
1260
$78.2K ﹤0.01%
+11,300
1261
$77.1K ﹤0.01%
19,911
+563
1262
$76K ﹤0.01%
+19,650
1263
$70K ﹤0.01%
42,400
-31,450
1264
$67.7K ﹤0.01%
17,632
+204
1265
$66.7K ﹤0.01%
5,597
+104
1266
$65.9K ﹤0.01%
+19,463
1267
$62.6K ﹤0.01%
26,885
+2,604
1268
$57.3K ﹤0.01%
18,724
+500
1269
$56.4K ﹤0.01%
12,750
-12,050
1270
$55.5K ﹤0.01%
4,033
1271
$55K ﹤0.01%
10,482
-4,135
1272
$53.5K ﹤0.01%
17,252
+92
1273
$52.7K ﹤0.01%
11,875
+172
1274
$41.8K ﹤0.01%
17,000
1275
$41.3K ﹤0.01%
+15,189
49 50
51
52 53