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
651
$317K 0.02%
5,460
+105
652
$317K 0.02%
2,903
-548
653
$316K 0.02%
781
-78
654
$314K 0.02%
+4,366
655
$312K 0.02%
4,897
-10,093
656
$312K 0.02%
11,618
657
$312K 0.02%
6,879
+146
658
$312K 0.02%
2,976
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659
$312K 0.02%
2,966
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660
$311K 0.02%
11,587
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661
$311K 0.02%
16,363
+5,305
662
$309K 0.02%
17,744
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663
$309K 0.02%
1,581
-100
664
$306K 0.02%
5,908
-1,310
665
$305K 0.02%
17,223
-4,380
666
$304K 0.02%
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$303K 0.02%
16,494
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668
$303K 0.02%
2,575
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669
$303K 0.02%
+8,076
670
$302K 0.02%
2,047
-250
671
$301K 0.02%
4,486
-44
672
$301K 0.02%
7,148
-2,588
673
$301K 0.02%
1,871
+46
674
$300K 0.02%
5,647
+211
675
$298K 0.02%
6,388
-569
25 26
27
28 29