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
501
$463K 0.03%
11,740
+684
502
$462K 0.03%
15,045
+444
503
$461K 0.03%
4,498
+2,168
504
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9,420
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505
$457K 0.03%
18,894
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506
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18,800
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507
$457K 0.03%
9,814
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508
$456K 0.03%
22,130
+1,090
509
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8,891
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510
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511
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512
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5,980
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513
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8,655
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514
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8,073
-677
515
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18,782
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516
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27,126
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519
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$439K 0.03%
3,128
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521
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1,790
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522
$436K 0.03%
4,816
-190
523
$435K 0.03%
2,409
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524
$432K 0.03%
49,135
+1,180
525
$431K 0.03%
2,726
-5
19 20
21
22 23