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
601
$361K 0.02%
+2,106
602
$361K 0.02%
23,760
-7,130
603
$361K 0.02%
6,885
-15
604
$360K 0.02%
+5,870
605
$360K 0.02%
2,638
-9,738
606
$359K 0.02%
22,866
-2,591
607
$358K 0.02%
+8,055
608
$358K 0.02%
9,589
+320
609
$355K 0.02%
6,686
+231
610
$355K 0.02%
+738
611
$355K 0.02%
5,259
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612
$354K 0.02%
7,611
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613
$354K 0.02%
7,992
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614
$352K 0.02%
19,363
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615
$351K 0.02%
5,287
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616
$350K 0.02%
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617
$350K 0.02%
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$350K 0.02%
24,329
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$348K 0.02%
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620
$348K 0.02%
13,344
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621
$347K 0.02%
14,526
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622
$347K 0.02%
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-348
623
$347K 0.02%
14,000
-5,250
624
$344K 0.02%
8,170
+450
625
$344K 0.02%
3,464
+94
23 24
25
26 27