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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 $3,135,836,897
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Ishares Trust
 IEF 322,719 $181,336,078 5.78%
2.
Apple Inc.
 AAPL 694,515 $154,272,649 4.92%
3.
Nvidia Corp
 NVDA 694,988 $75,323,052 2.4%
4.
Amazon Com Inc
 AMZN 344,459 $65,536,818 2.09%
5.
Invesco Qqq Tr
 136,317 $63,922,128 2.04%
Insider Monkey Quarterly Strategy
+373.4% Insider Monkey Quarterly Strategy
+154.9% Benchmark50% S&P 500 ETF and 50% Russell 2000 ETF
300%
200%
100%
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Returns since its inception in May 2014 (through February 19th, 2025)