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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 $3,622,654,547
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Ishares Trust
 IEF 293,582 $201,114,752 5.55%
2.
Apple Inc.
 AAPL 621,839 $169,238,471 4.67%
3.
Nvidia Corp
 NVDA 656,171 $122,472,783 3.38%
4.
Amazon Com Inc
 AMZN 351,759 $81,285,356 2.24%
5.
Invesco Qqq Tr
 122,300 $75,225,483 2.08%
Insider Monkey Quarterly Strategy
+427.7% Insider Monkey Quarterly Strategy
+163.1% Benchmark50% S&P 500 ETF and 50% Russell 2000 ETF
400%
200%
0%

Returns since its inception in May 2014 (through August 15th, 2025)

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