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
401
$645K 0.04%
17,004
+4,728
402
$645K 0.04%
13,281
+240
403
$644K 0.04%
3,435
+31
404
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4,344
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405
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3,817
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406
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9,899
-196
407
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13,135
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408
$634K 0.04%
6,802
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409
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410
$627K 0.04%
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411
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13,781
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412
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13,391
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413
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27,595
+2,090
414
$625K 0.04%
3,523
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415
$625K 0.04%
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418
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419
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9,967
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420
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3,274
-1,311
421
$612K 0.04%
17,330
+3,297
422
$611K 0.04%
25,454
-402
423
$608K 0.04%
7,878
-177
424
$605K 0.04%
8,394
+954
425
$603K 0.04%
29,816
-4,196
15 16
17
18 19