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
576
$379K 0.02%
34,263
-459
577
$379K 0.02%
2,366
-19
578
$379K 0.02%
3,131
-482
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$377K 0.02%
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$377K 0.02%
5,157
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581
$376K 0.02%
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-137
582
$375K 0.02%
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583
$374K 0.02%
5,395
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584
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4,481
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589
$369K 0.02%
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$363K 0.02%
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$363K 0.02%
15,300
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600
$363K 0.02%
9,051
-100
22 23
24
25 26