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
$1.29B
AUM Growth
+$87.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
913
New
Increased
Reduced
Closed

Top Buys

1
+$5.76M
2
+$5.68M
3
+$5.42M
4
IJH icon
iShares Core S&P Mid-Cap ETF
IJH
+$2.84M
5
FDN icon
First Trust Dow Jones Internet Index Fund ETF
FDN
+$2.8M

Top Sells

1
+$12.8M
2
+$10.8M
3
+$4.27M
4
IYR icon
iShares US Real Estate ETF
IYR
+$2.44M
5
SWKS icon
Skyworks Solutions
SWKS
+$2.43M

Sector Composition

1 Technology 6.01%
2 Financials 5.15%
3 Industrials 4.95%
4 Healthcare 4.67%
5 Consumer Staples 4.34%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
176
$1.83M 0.14%
28,109
+2,091
177
$1.81M 0.14%
36,293
+8,444
178
$1.81M 0.14%
167,388
-184
179
$1.8M 0.14%
24,472
+3,077
180
$1.8M 0.14%
22,707
+1,993
181
$1.78M 0.14%
21,187
+2,649
182
$1.75M 0.13%
34,177
+2,446
183
$1.74M 0.13%
30,551
+1,279
184
$1.74M 0.13%
7,604
+1,390
185
$1.73M 0.13%
22,712
+2,088
186
$1.72M 0.13%
18,510
+2,616
187
$1.69M 0.13%
31,470
+3,133
188
$1.67M 0.13%
49,913
+755
189
$1.66M 0.13%
+31,215
190
$1.65M 0.13%
27,127
+2,263
191
$1.64M 0.13%
28,482
+296
192
$1.62M 0.12%
40,799
+3,810
193
$1.6M 0.12%
58,233
-9,266
194
$1.6M 0.12%
31,896
+2,828
195
$1.58M 0.12%
10,211
-37
196
$1.54M 0.12%
20,688
+4,091
197
$1.52M 0.12%
47,200
+8,176
198
$1.51M 0.12%
16,547
+806
199
$1.51M 0.12%
30,760
+1,875
200
$1.51M 0.12%
30,937
-111
6 7
8
9 10