SPC

Sigma Planning Corp Portfolio holdings

AUM $3.33B
1-Year Return 17.21%
This Quarter Return
+7.79%
1 Year Return
+17.21%
3 Year Return
+65.27%
5 Year Return
+117.04%
10 Year Return
+263.51%
AUM
$2.8B
AUM Growth
+$183M
Cap. Flow
+$19.6M
Cap. Flow %
0.7%
Top 10 Hldgs %
18.84%
Holding
1,358
New
104
Increased
504
Reduced
608
Closed
97
Name Market Value Portfolio Weight Shares or Principal Shares
Change %
Capital Flow
FBC
1351
DELISTED
Flagstar Bancorp, Inc. New
FBC
-10,260
Closed -$343K
BSCM
1352
DELISTED
Invesco BulletShares 2022 Corporate Bond ETF
BSCM
-386,373
Closed -$8.18M
IBDN
1353
DELISTED
iShares iBonds Dec 2022 Term Corporate ETF
IBDN
-36,068
Closed -$903K
LAC
1354
DELISTED
Lithium Americas Corp. Common Shares
LAC
-13,523
Closed -$355K
BHVN
1355
DELISTED
Biohaven Pharmaceutical Holding Company Ltd.
BHVN
-2,781
Closed -$420K