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
$913M
AUM Growth
+$75.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
823
New
Increased
Reduced
Closed

Top Buys

1
+$8.79M
2
+$7.62M
3
+$7.56M
4
IWM icon
iShares Russell 2000 ETF
IWM
+$6.61M
5
IUSG icon
iShares Core S&P US Growth ETF
IUSG
+$5.1M

Top Sells

1
+$4.67M
2
+$3.88M
3
+$3.32M
4
IYR icon
iShares US Real Estate ETF
IYR
+$1.89M
5
IJJ icon
iShares S&P Mid-Cap 400 Value ETF
IJJ
+$1.68M

Sector Composition

1 Technology 5.04%
2 Consumer Staples 4.87%
3 Financials 4.79%
4 Industrials 4.52%
5 Healthcare 4.29%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
176
$1.26M 0.14%
+17,824
177
$1.25M 0.14%
18,186
+810
178
$1.24M 0.14%
21,336
+185
179
$1.23M 0.13%
14,859
-3,096
180
$1.23M 0.13%
29,857
-2,865
181
$1.21M 0.13%
23,885
-6,661
182
$1.21M 0.13%
16,307
+8,093
183
$1.2M 0.13%
16,663
+1,898
184
$1.2M 0.13%
16,563
-2,719
185
$1.2M 0.13%
60,865
+10,689
186
$1.19M 0.13%
57,509
-5,668
187
$1.19M 0.13%
9,909
-243
188
$1.19M 0.13%
83,276
-27,486
189
$1.18M 0.13%
7,293
-285
190
$1.18M 0.13%
77,878
-50,737
191
$1.16M 0.13%
15,785
-192
192
$1.16M 0.13%
26,785
+2,462
193
$1.16M 0.13%
17,252
+3,475
194
$1.14M 0.12%
22,219
+10,878
195
$1.13M 0.12%
18,621
-2,072
196
$1.13M 0.12%
13,085
-494
197
$1.13M 0.12%
42,122
+8,298
198
$1.12M 0.12%
14,080
-5,268
199
$1.12M 0.12%
16,388
+10,640
200
$1.11M 0.12%
19,760
-351
6 7
8
9 10