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
626
$343K 0.02%
12,714
-72
627
$343K 0.02%
11,553
-272
628
$341K 0.02%
171
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629
$340K 0.02%
25,969
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$339K 0.02%
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631
$337K 0.02%
5,683
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$337K 0.02%
4,974
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633
$337K 0.02%
13,426
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634
$337K 0.02%
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635
$333K 0.02%
15,361
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636
$333K 0.02%
8,419
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637
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+22,060
638
$332K 0.02%
4,514
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639
$330K 0.02%
22,649
-7,902
640
$330K 0.02%
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$329K 0.02%
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644
$322K 0.02%
1,903
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645
$321K 0.02%
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646
$321K 0.02%
5,269
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647
$321K 0.02%
8,251
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648
$320K 0.02%
7,704
+2,154
649
$319K 0.02%
9,847
+444
650
$319K 0.02%
11,484
+215
24 25
26
27 28