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
$1.69B
AUM Growth
+$198M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,010
New
Increased
Reduced
Closed

Top Buys

1
+$15.1M
2
+$9.83M
3
+$7.42M
4
IJR icon
iShares Core S&P Small-Cap ETF
IJR
+$7.4M
5
AMZN icon
Amazon
AMZN
+$6.79M

Top Sells

1
+$7.28M
2
+$4.69M
3
+$4.29M
4
IEMG icon
iShares Core MSCI Emerging Markets ETF
IEMG
+$3.71M
5
CPRT icon
Copart
CPRT
+$3.33M

Sector Composition

1 Technology 8.13%
2 Financials 4.88%
3 Healthcare 4.86%
4 Consumer Discretionary 4.59%
5 Industrials 4.12%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$1.54M 0.09%
29,115
-776
227
$1.54M 0.09%
55,636
+29,343
228
$1.53M 0.09%
16,907
+422
229
$1.49M 0.09%
19,019
-1,341
230
$1.49M 0.09%
31,910
+1,650
231
$1.47M 0.09%
42,506
-2,047
232
$1.45M 0.09%
8,034
-144
233
$1.44M 0.08%
40,540
+12,210
234
$1.43M 0.08%
23,008
-128
235
$1.42M 0.08%
34,354
-3,710
236
$1.41M 0.08%
9,345
-81
237
$1.4M 0.08%
103,840
+2,888
238
$1.4M 0.08%
12,374
+709
239
$1.39M 0.08%
41,606
+1,685
240
$1.39M 0.08%
39,955
+4,311
241
$1.37M 0.08%
24,075
+2,802
242
$1.34M 0.08%
8,588
+493
243
$1.34M 0.08%
10,197
+68
244
$1.33M 0.08%
16,640
-1,020
245
$1.32M 0.08%
22,052
+9,087
246
$1.31M 0.08%
21,630
+542
247
$1.31M 0.08%
+47,700
248
$1.3M 0.08%
31,140
-10,563
249
$1.29M 0.08%
107,033
-13,190
250
$1.29M 0.08%
6,358
-251
8 9
10
11 12