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
551
$408K 0.02%
4,416
+79
552
$408K 0.02%
14,907
+940
553
$408K 0.02%
+3,850
554
$407K 0.02%
+11,960
555
$406K 0.02%
7,660
+1,924
556
$405K 0.02%
+3,720
557
$404K 0.02%
7,924
+701
558
$403K 0.02%
6,112
-72
559
$400K 0.02%
14,832
-2,401
560
$397K 0.02%
39,930
-883
561
$397K 0.02%
12,181
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562
$395K 0.02%
+3,930
563
$393K 0.02%
12,441
564
$393K 0.02%
26,654
-19,911
565
$393K 0.02%
2,558
-158
566
$392K 0.02%
6,290
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567
$391K 0.02%
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568
$391K 0.02%
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569
$391K 0.02%
6,543
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570
$389K 0.02%
56,660
+46,360
571
$386K 0.02%
8,434
-2,476
572
$385K 0.02%
7,515
+1,518
573
$381K 0.02%
11,150
574
$381K 0.02%
+4,213
575
$380K 0.02%
30,779
-479
21 22
23
24 25