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Home > Institutional Investor > Sigma Planning Corp > Profile

Instuitional Investor - Sigma Planning Corp

Fund Profile
Filing Period:
Fund Name: Sigma Planning Corp
Portfolio Value $1,278,138,234
Fund Holdings Sector Distribution
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Ishares Trust
 IEF 150,084 $71,684,445 5.6%
2.
Apple Inc.
 AAPL 273,530 $52,662,821 4.12%
3.
Invesco Qqq Tr
 84,501 $34,605,019 2.7%
4.
Microsoft Corp
 MSFT 83,041 $31,226,729 2.44%
5.
Amazon Com Inc
 AMZN 142,381 $21,633,348 1.69%
Insider Monkey Quarterly Strategy
+246.9% Insider Monkey Quarterly Strategy
+107.5% Benchmark50% S&P 500 ETF and 50% Russell 2000 ETF
200%
100%
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Returns since its inception in May 2014 (through Feb 16th, 2024)