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
426
$599K 0.04%
11,931
-1,724
427
$597K 0.04%
7,416
-1,947
428
$597K 0.04%
11,238
+578
429
$596K 0.04%
24,785
-3,694
430
$589K 0.03%
8,134
+2,072
431
$588K 0.03%
5,848
-87
432
$588K 0.03%
1,853
-143
433
$586K 0.03%
52,658
+25,308
434
$583K 0.03%
5,129
-4,977
435
$579K 0.03%
23,041
-623
436
$578K 0.03%
30,815
+15,964
437
$576K 0.03%
15,555
+9,965
438
$575K 0.03%
12,836
-731
439
$575K 0.03%
10,207
+1,830
440
$572K 0.03%
4,414
-132
441
$567K 0.03%
6,253
+2,929
442
$566K 0.03%
13,833
-1,012
443
$560K 0.03%
+36,718
444
$560K 0.03%
22,610
+2,088
445
$559K 0.03%
20,418
-4,779
446
$559K 0.03%
11,416
+553
447
$558K 0.03%
22,645
+3,492
448
$548K 0.03%
+15,708
449
$547K 0.03%
11,160
+4,067
450
$547K 0.03%
15,625
-5,060
16 17
18
19 20