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
276
$1.11M 0.07%
9,891
+412
277
$1.11M 0.07%
59,220
-48
278
$1.1M 0.06%
18,999
+604
279
$1.1M 0.06%
6,443
+616
280
$1.09M 0.06%
11,381
+33
281
$1.09M 0.06%
34,101
+391
282
$1.08M 0.06%
8,894
+409
283
$1.08M 0.06%
19,955
-908
284
$1.08M 0.06%
61,200
+90
285
$1.06M 0.06%
12,080
-852
286
$1.06M 0.06%
15,050
+4,381
287
$1.05M 0.06%
21,900
-3,148
288
$1.04M 0.06%
50,544
+2,562
289
$1.04M 0.06%
49,360
+2,180
290
$1.04M 0.06%
9,627
-397
291
$1.04M 0.06%
43,215
+3,570
292
$1.03M 0.06%
26,776
+94
293
$1.03M 0.06%
16,283
+1,242
294
$1.02M 0.06%
21,104
+8,044
295
$1.02M 0.06%
7,087
+4,822
296
$1.01M 0.06%
48,496
+1,319
297
$1M 0.06%
14,822
-1,120
298
$1M 0.06%
26,379
+1,628
299
$1M 0.06%
47,425
+1,260
300
$996K 0.06%
17,719
-527
10 11
12
13 14