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
$3.57B
AUM Growth
+$279M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,490
New
Increased
Reduced
Closed

Top Buys

1
+$13.7M
2
+$9.51M
3
+$9.21M
4
QQQ icon
Invesco QQQ Trust
QQQ
+$9.06M
5
RDVY icon
First Trust Rising Dividend Achievers ETF
RDVY
+$8.43M

Top Sells

1
+$6.83M
2
+$6.08M
3
+$5.94M
4
CROX icon
Crocs
CROX
+$5.89M
5
MTUM icon
iShares MSCI USA Momentum Factor ETF
MTUM
+$5.7M

Sector Composition

1 Technology 12.46%
2 Consumer Discretionary 5.68%
3 Healthcare 4.57%
4 Financials 4.46%
5 Communication Services 3.96%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1351
$20K ﹤0.01%
1,067
1352
$14K ﹤0.01%
506
+5
1353
$13K ﹤0.01%
753
-68
1354
$13K ﹤0.01%
+63
1355
$10K ﹤0.01%
555
-9
1356
$9K ﹤0.01%
+54
1357
$5K ﹤0.01%
767
1358
$5K ﹤0.01%
19,056
1359
$4K ﹤0.01%
983
-527
1360
– –
-10,700
1361
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-10,374
1362
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1363
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1364
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1367
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1369
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1370
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1371
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1372
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1373
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-30,800
53 54
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