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
526
$430K 0.03%
5,273
-1,599
527
$429K 0.03%
37,707
+23,835
528
$428K 0.03%
4,353
-442
529
$427K 0.03%
+8,115
530
$427K 0.03%
14,312
-1,044
531
$427K 0.03%
+2,873
532
$426K 0.03%
28,538
-709
533
$424K 0.02%
9,308
+1,375
534
$422K 0.02%
+6,540
535
$422K 0.02%
+10,811
536
$421K 0.02%
10,997
-1,280
537
$418K 0.02%
10,918
-989
538
$418K 0.02%
5,685
-319
539
$417K 0.02%
3,779
+1,448
540
$416K 0.02%
5,272
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541
$416K 0.02%
10,868
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$415K 0.02%
4,602
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543
$415K 0.02%
10,560
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544
$415K 0.02%
3,493
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545
$414K 0.02%
21,670
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546
$413K 0.02%
14,410
-749
547
$411K 0.02%
23,238
+9,765
548
$410K 0.02%
16,610
-6,850
549
$409K 0.02%
447
+28
550
$409K 0.02%
6,017
-30
20 21
22
23 24