- New Purchases: TPR, IVOL, SIVB, DISCA, SNBR, FXO, MOS, RWJ, SKYY, FREL, AGGY, EFV, FNX, DTD, FUTY, FGD, PLTR, DBI, M44, RGNX, SONO, GLDM, XSD, RUN, MSOS, ABNB, SDOG, BW, FRA, CAG, APPS, EXPE, CARZ, FRPT, FUBO, HUBS, EEMA, MGNI, MSTR, MC, NEA, ROP, SFL, SI, SEDG, STMP, STPK, NLOK, VUZI, WCN, WRK, ZI, ALB, ADS, LNT, FUV, ASH, DP2, BTG, BNS, BGFV, BIG, BCX, BLMN, BYD, RA, BRKS, BG, CCD, ELY, COF, CGRN, CE, CNC, CF, TCF, CRUS, CLGN, DELL, DRNA, DBD, DFS, EHT, FFIV, FXN, FXG, EDOW, FVRR, QDF, FND, FUTU, CLOU, HQH, HMY, HAACU, 1HB, HOLX, PWV, IRBT, IYE, IEZ, IAT, SUSB, TOK, AIA, SUB, VNLA, HPS, LBTYA, LITB, LKQ, LOGI, MGNX, MGA, MOGO, NWL, NEP, NICE, NI, OMC, OKE, OSTK, ZROZ, PXD, PFG, PGNY, IPO, RCII, RPV, WPM, SWBI, SNOW, SY, SLRC, FEZ, XOP, STAG, STRL, TEN, TER, TPL, TXRH, TTC, TSCO, TIGR, PID0, VSTO, VVPR, WRE, WU, WYY, WCLD, DTN, XXII, IAF, ACTG, AFMD, ABUS, AY2, BSGM, ELP, DTEA, EXG, RJI, EZPW, GFI, GPL, KALA, KEP, LIVX, TUSK, MUX, MMT, NSL, OXSQ, PAA, MARK, RWLK, SOS, GLG, VVR, PPR,
- Added Positions: RSP, IJJ, FEX, IVZ, BLOK, IWM, VTV, SLV, MDY, ISTB, FLOT, IJS, XLE, IJT, RDVY, VIAC, EFA, AMAT, IJR, IBUY, BX, CROX, IVV, XLU, SHY, IEMG, FYX, BIV, MTUM, NKE, BSV, ARKK, BA, TDIV, FIXD, DFEB, IJH, IUSV, MU, SCHG, AZO, QCLN, FVD, FTSL, GM, ICVT, JKK, VLUE, NVDA, SPHB, SCHD, VZ, BRK.B, DE, GSY, IUSB, PYPL, WMT, BAC, DIS, FHLC, FBND, FBT, MDIV, CIBR, VXX, IGSB, IVE, JPST, LB, MRK, PEP, SHOP, TSM, AMLP, AXP, KO, CRWD, DOCU, DG, D, FXR, FPE, EMLP, SDIV, HFRO, XLI, XMMO, EFG, IQLT, SOXX, K, SECT, ORCL, MINT, PGX, SWKS, QURE, UPWK, VDE, VXF, VV, VO, VOO, VBK, MMM, ABT, GOOG, AWP, AAL, AWK, AMGN, APTO, APAM, AZN, BIDU, BMY, CHY, CCL, KOF, CL, ED, COST, CCI, DAL, DOW, DKNG, DTE, DUK, ENB, SILJ, SGOL, PALL, FSLY, ONEQ, FEM, LMBS, FISV, GNRC, GD, GSK, GS, GOOGL, GOF, HIG, HD, HRL, HUN, IP, ISRG, PDBC, TAN, SLQD, IGIB, MUB, IEFA, DVY, ITB, ESGU, IXJ, EWW, SUSA, EEM, IWO, IXC, TIP, SHV, AOK, IOO, IXUS, GOVT, JNJ, JMIA, KMB, KMI, LZB, LLY, LIN, LOW, ANGL, MAR, MRVL, MKC, MCD, MPW, MDT, MS, NIO, NUAN, NUE, JPS, PAYX, PTON, PDI, PG, PGR, PRVB, RIO, SAND, SCHP, SHW, SPEM, XHE, XRT, SFIX, SUN, TGT, TDOC, TMO, TSN, UNP, UNH, VLO, VIG, VFH, VEU, VEA, VOE, MGC, VOT, VTWO, VCSH, VTIP, VBR, VTEB, BNDX, VT, WBA, DLN, DBEM, XEL, ZBRA, ZM, TWOU, AXOA, ACN, ATVI, AGE, APD, BABA, ALLE, ALL, ALLY, AMCR, ADI, BUD, NLY, ANTM, APPN, ATR, AT, AY, ADSK, ATHM, ADP, AVGO, AXS, BK, BZUN, BSET, BCE, BIIB, BHVN, BHK, BTZ, 63NN, BR, BEPC, COG, CHI, CHW, CSQ, CAT, IGR, CDW, CHGG, CEMI, CINF, CSCO, CMS, UTF, RQI, CMA, CVLT, COP, CSGP, CIK, TCOM, CUE, CFR, CMI, CVS, DHI, DHR, DBC, DBEF, FIVG, DXCM, DEO, DOV, ETJ, EFR, EIX, EW, EA, ECPG, FEN, ESGR, EPD, HACK, IPAY, EVGN, EXC, FTCH, FAST, FDIS, FITB, FSLR, HYLS, FDT, FV, FIW, FTA, FDL, QTEC, FDD, FMB, FBC, FSK, FCEL, GDV, GGN, GLU, GIS, GNTX, GPN, FINX, QYLD, SIL, HOG, WELL, HSY, HZNP, HUM, ITW, IDCC, IBM, INTU, BSCL, BSJL, BSCM, VRP, NVTA, IGLB, IAGG, IEUR, USIG, IYT, IYF, IDU, FXI, REZ, EEMS, ACWX, SCZ, IWD, IWN, IWV, IWP, PFF, IYY, IWB, OEF, IGOV, KXI, SJM, JD, KDP, KEY, KL, KIO, KLAC, PHG, KR, LHX, LRCX, LEN, LNC, LIVE, LULU, LUMN, MAIN, MMYT, MANU, MRO, MPC, MMC, MAXR, MXIM, MELI, MET, MCHP, MSCI, MIY, NNDM, NGG, NNN, GF, NOK, NSC, NOC, NCLH, NVS, NUS, JRO, NVG, OC, PENN, PKI, TLK, PSX, PIRS, PTY, HYS, PBI, PLUG, PNC, BAB, PWB, PSJ, PCY, PGF, PRF, SPHD, PPL, PFC, BKNG, PLD, PSEC, PRU, PVH, DGX, O, RETA, REED, REGN, RGEN, ROK, RMTI, RDS.A, RYT, SJT, SCHE, SCHX, SCHM, SMG, SRE, SPG, SIRI, SRNE, SO, SPSB, CWB, JNK, FLRN, TFI, SPLG, XME, SPYV, MDYG, SLY, SLYV, STLD, SYK, SPH, TROW, TNDM, TXN, TOT, TT, TWLO, TYL, ULTA, UL, UAL, OLED, USB, VOOG, BLV, VCR, VWOB, VGK, VIGI, VAW, VMBS, VXUS, MGK, VEEV, VTR, VRTX, VHC, VMW, VOD, WEC, WFC, WDC, WMB, DES, DNL, XPO, ZEN, ZTS,
- Reduced Positions: IEF, QQQ, USMV, LQD, GLD, AGG, FTCS, PHYS, SPY, FDX, PWR, HYG, QCOM, AAPL, CMG, EFAV, IVW, CSX, FDN, SQ, IJK, CRM, AMZN, XLY, QQEW, IYM, MSFT, DIA, UPS, ALGN, ARKG, TLT, XLB, NEE, BND, FPX, VUG, TSLA, XLF, RPG, NET, FTC, JKH, V, NEAR, CASH, ABBV, GLW, WTRG, MJ, FB, FTEC, FTSM, F, IUSG, SHYG, IHI, HDV, ITOT, IWY, IXN, BOND, CORP, NOW, WORK, SQM, AEP, AMT, ATOM, CLX, XLP, INTC, EEMV, IGV, LMT, GDXJ, SPLV, LUV, XAR, PSLV, SBUX, XLK, WM, AMD, MO, AQMS, BGS, GOLD, SAM, BIP, CGC, CARR, CVX, CHWY, C, DSL, DBX, ETN, EGO, ENBL, EXK, FE, GUNR, FNV, BEN, FCX, GAB, GPC, LIT, GH, HAL, HTGC, NARI, INMD, IIPR, KBWB, IRM, STIP, IEI, IAU, ACWV, IWF, INDA, IWR, ICLN, KRE, KBA, GDX, MLM, MGM, MDLZ, NFLX, NMFC, NEM, ONCS, PTNQ, PKO, SMDV, VIXY, NOBL, QRVO, RESN, ROKU, SMH, SNAP, XBI, RGR, TMUS, TFFP, CG, TTD, TJX, TRTN, X, VHT, VGT, VCIT, VTRS, WYNN, YETI, ZS, ABB, AFL, AKAM, ARLP, AGNC, AFIN, ABC, AM, ABR, ADM, AN, BAX, BDX, BBY, BB, BLK, BBF, MUA, BXMT, HRB, BTI, BIPC, BF.B, CAH, CVNA, CHTR, CME, CI, CTAS, CDE, MIE, RFI, BVN, STZ, CBRL, CR, CEQP, CMLS, DD, DY, DT, EBAY, ECL, EBS, EMR, EMQQ, ET, ENPH, ETSY, EXPI, EXPD, XOM, FRT, AG, FXL, FEP, FVC, FLIR, FTNT, FSKR, GE, GEVO, GBAB, GPM, HTA, HL, HPE, HMLP, HPQ, HBAN, ICLR, IEX, ILMN, PSCH, USHY, ICF, USRT, IYW, DVYE, REM, IDV, EMB, MBB, JKE, AAXJ, EWT, IBB, IWS, IGM, IYG, IYH, ITA, ACWI, QLTA, JHG, JCI, KKR, KHC, LVS, LEG, LQDA, LTC, LYB, MAG, MMP, MFC, EMLC, HYD, MCK, MITK, OIH, MRNA, MBIO, JWN, NAD, JTD, ORLY, OXY, OFS, OKTA, OHI, OGI, OUSA, OTIS, PTLC, PANW, PAAS, PH, PBCT, PM, PCI, PHK, XMLV, XSLV, PZA, QLD, PSA, PEG, RXT, XLRE, UTG, RSG, RH, RLJ, RKT, ROST, RCL, RDS.B, RVT, RPM, XLG, RHP, SPGI, SABR, SRPT, SLB, STX, SONY, BWX, TOTL, SPYG, XHB, SPDW, SDY, HYMB, SPLK, STWD, SYBT, STOR, SYY, TMHC, TSI, TLRY, TLRY, RIG, TRV, TFC, TWTR, JETS, UBER, URI, USO, VMI, VDC, VWO, VYM, VIS, VGIT, VCLT, VPL, VPU, MGV, VRSN, WY, WHR, DWM, DON, DOO, DGRW, YUM, ZG, ZBH,
- Sold Out: FXY, GPS, SPWR, ESPO, DWAS, DDOG, EDV, TX, AVLR, ASAN, PBW, EEFT, RING, GRWG, FIVN, UNG, VICI, CHIQ, SCPL, BYND, SPOT, EWJ, ZYME, CLDR, EDIT, TEAM, FEYE, CORN, IBTX, EWP, EWU, EWZ, FCG, IYC, IYK, KWEB, PHO, PPA, SCHB, SCHO, SPIP, SRVR, VGSH, IIVI, SSRM, NWSA, OMI, NVAX, NGD, NLS, JKHY, SNY, GRVY, FRME, EMN, EOG, DPZ, DLB, DPW, ABMD, AXTI, WST, BIT, NUM, ETB, SBSW, LDOS, SSTK, TTWO, GORO, QNST, CALX, ADXS, CIDM, AMC, CRON, ISIG, PTE, ZIOP, AEMD, RADA, RRC, UMC,
For the details of Sigma Planning Corp's stock buys and sells, go to https://www.gurufocus.com/guru/sigma+planning+corp/current-portfolio/portfolio
These are the top 5 holdings of Sigma Planning Corp- Apple Inc (AAPL) - 997,558 shares, 4.07% of the total portfolio. Shares reduced by 4.38%
- iShares Core S&P 500 ETF (IVV) - 286,844 shares, 3.82% of the total portfolio. Shares added by 3.40%
- S&P 500 ETF TRUST ETF (SPY) - 165,344 shares, 2.19% of the total portfolio. Shares reduced by 10.49%
- Amazon.com Inc (AMZN) - 18,806 shares, 1.95% of the total portfolio. Shares reduced by 5.02%
- Microsoft Corp (MSFT) - 192,521 shares, 1.52% of the total portfolio. Shares reduced by 6.7%
Sigma Planning Corp initiated holding in Tapestry Inc. The purchase prices were between $30.61 and $46.33, with an estimated average price of $38.53. The stock is now traded at around $46.800000. The impact to a portfolio due to this purchase was 0.3%. The holding were 215,385 shares as of 2021-03-31.
New Purchase: Quadratic Interest Rate Volatility And Inflation H (IVOL)Sigma Planning Corp initiated holding in Quadratic Interest Rate Volatility And Inflation H. The purchase prices were between $27.82 and $28.78, with an estimated average price of $28.35. The stock is now traded at around $28.670000. The impact to a portfolio due to this purchase was 0.26%. The holding were 272,292 shares as of 2021-03-31.
New Purchase: SVB Financial Group (SIVB)Sigma Planning Corp initiated holding in SVB Financial Group. The purchase prices were between $386.16 and $551.63, with an estimated average price of $492.02. The stock is now traded at around $578.960000. The impact to a portfolio due to this purchase was 0.23%. The holding were 13,758 shares as of 2021-03-31.
New Purchase: Discovery Inc (DISCA)Sigma Planning Corp initiated holding in Discovery Inc. The purchase prices were between $30.63 and $77.27, with an estimated average price of $49.9. The stock is now traded at around $36.250000. The impact to a portfolio due to this purchase was 0.2%. The holding were 140,268 shares as of 2021-03-31.
New Purchase: Sleep Number Corp (SNBR)Sigma Planning Corp initiated holding in Sleep Number Corp. The purchase prices were between $79.36 and $146.97, with an estimated average price of $120.16. The stock is now traded at around $111.300000. The impact to a portfolio due to this purchase was 0.17%. The holding were 34,803 shares as of 2021-03-31.
New Purchase: First Trust Financials AlphaDEX Fund (FXO)Sigma Planning Corp initiated holding in First Trust Financials AlphaDEX Fund. The purchase prices were between $33.71 and $42.69, with an estimated average price of $38.73. The stock is now traded at around $45.500000. The impact to a portfolio due to this purchase was 0.13%. The holding were 93,988 shares as of 2021-03-31.
Added: Invesco S&P 500 Equal Weight ETF (RSP)Sigma Planning Corp added to a holding in Invesco S&P 500 Equal Weight ETF by 195.10%. The purchase prices were between $125.12 and $142.17, with an estimated average price of $134.4. The stock is now traded at around $150.060000. The impact to a portfolio due to this purchase was 0.34%. The holding were 109,029 shares as of 2021-03-31.
Added: iShares S&P Mid-Cap 400 Value ETF (IJJ)Sigma Planning Corp added to a holding in iShares S&P Mid-Cap 400 Value ETF by 419.59%. The purchase prices were between $84.49 and $104.95, with an estimated average price of $95.13. The stock is now traded at around $108.940000. The impact to a portfolio due to this purchase was 0.29%. The holding were 106,584 shares as of 2021-03-31.
Added: FIRST TR LARGE CAP (FEX)Sigma Planning Corp added to a holding in FIRST TR LARGE CAP by 1296.91%. The purchase prices were between $72.25 and $80.72, with an estimated average price of $77.61. The stock is now traded at around $84.070000. The impact to a portfolio due to this purchase was 0.27%. The holding were 107,911 shares as of 2021-03-31.
Added: Invesco Ltd (IVZ)Sigma Planning Corp added to a holding in Invesco Ltd by 2073.50%. The purchase prices were between $16.95 and $26, with an estimated average price of $22.43. The stock is now traded at around $28.250000. The impact to a portfolio due to this purchase was 0.27%. The holding were 331,133 shares as of 2021-03-31.
Added: Amplify Transformational Data Sharing ETF (BLOK)Sigma Planning Corp added to a holding in Amplify Transformational Data Sharing ETF by 2272.10%. The purchase prices were between $35.53 and $61.57, with an estimated average price of $48.6. The stock is now traded at around $49.380000. The impact to a portfolio due to this purchase was 0.26%. The holding were 142,160 shares as of 2021-03-31.
Added: iShares Russell 2000 ETF (IWM)Sigma Planning Corp added to a holding in iShares Russell 2000 ETF by 64.08%. The purchase prices were between $193.14 and $233.98, with an estimated average price of $217.96. The stock is now traded at around $222.590000. The impact to a portfolio due to this purchase was 0.25%. The holding were 84,741 shares as of 2021-03-31.
Sold Out: Invesco CurrencyShares Japanese Yen Trust (FXY)Sigma Planning Corp sold out a holding in Invesco CurrencyShares Japanese Yen Trust. The sale prices were between $85.16 and $91.92, with an estimated average price of $88.94.
Sold Out: Gap Inc (GPS)Sigma Planning Corp sold out a holding in Gap Inc. The sale prices were between $19.22 and $32.25, with an estimated average price of $24.83.
Sold Out: SunPower Corp (SPWR)Sigma Planning Corp sold out a holding in SunPower Corp. The sale prices were between $24.74 and $54.01, with an estimated average price of $37.67.
Sold Out: VanEck Vectors Video Gaming and eSports ETF (ESPO)Sigma Planning Corp sold out a holding in VanEck Vectors Video Gaming and eSports ETF. The sale prices were between $64.82 and $81.03, with an estimated average price of $72.85.
Sold Out: Invesco DWA SmallCap Momentum ETF (DWAS)Sigma Planning Corp sold out a holding in Invesco DWA SmallCap Momentum ETF. The sale prices were between $74.1 and $95.23, with an estimated average price of $85.89.
Sold Out: Datadog Inc (DDOG)Sigma Planning Corp sold out a holding in Datadog Inc. The sale prices were between $77.04 and $117.85, with an estimated average price of $96.68.
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