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
476
$514K 0.03%
27,883
-8,124
477
$507K 0.03%
+13,823
478
$507K 0.03%
2,496
+1
479
$506K 0.03%
7,863
-1,788
480
$506K 0.03%
7,129
-391
481
$504K 0.03%
4,882
+955
482
$502K 0.03%
13,023
+126
483
$501K 0.03%
19,476
+1,634
484
$501K 0.03%
10,357
+1,692
485
$500K 0.03%
+7,128
486
$500K 0.03%
4,577
+2,324
487
$497K 0.03%
19,671
+3,478
488
$492K 0.03%
13,101
-360
489
$488K 0.03%
13,233
+217
490
$486K 0.03%
17,551
-2,733
491
$485K 0.03%
27,342
-5,144
492
$478K 0.03%
11,955
+3,040
493
$478K 0.03%
10,084
+1,712
494
$475K 0.03%
2,079
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495
$474K 0.03%
11,999
-3,256
496
$473K 0.03%
14,620
+3,860
497
$470K 0.03%
1,666
-21
498
$466K 0.03%
32,182
+8,110
499
$464K 0.03%
5,797
-117
500
$463K 0.03%
17,308
+4,397
18 19
20
21 22