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
451
$546K 0.03%
22,027
+4,149
452
$545K 0.03%
37,592
-1,784
453
$545K 0.03%
14,670
+1,761
454
$544K 0.03%
5,314
+1,643
455
$543K 0.03%
97,378
+711
456
$543K 0.03%
11,188
+2,135
457
$542K 0.03%
3,822
+224
458
$542K 0.03%
15,688
+4,045
459
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7,178
+185
460
$541K 0.03%
10,767
+2,405
461
$541K 0.03%
2,765
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462
$538K 0.03%
4,390
-160
463
$536K 0.03%
22,252
-450
464
$533K 0.03%
11,062
-40,086
465
$531K 0.03%
4,855
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466
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28,478
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+3,779
468
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18,044
+6,920
469
$521K 0.03%
10,603
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470
$521K 0.03%
2,736
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471
$518K 0.03%
20,436
+1,262
472
$516K 0.03%
3,792
-2
473
$516K 0.03%
+3,308
474
$515K 0.03%
27,271
-158
475
$515K 0.03%
8,105
+1,551
17 18
19
20 21