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
676
$298K 0.02%
21,509
-454
677
$298K 0.02%
2,257
+323
678
$298K 0.02%
6,185
+978
679
$297K 0.02%
3,712
+345
680
$297K 0.02%
+3,195
681
$297K 0.02%
10,305
+455
682
$296K 0.02%
+32,230
683
$296K 0.02%
16,643
+5,993
684
$295K 0.02%
7,024
+365
685
$295K 0.02%
16,003
-3,607
686
$295K 0.02%
5,764
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687
$295K 0.02%
+5,100
688
$294K 0.02%
41,503
+6,386
689
$293K 0.02%
5,637
-102
690
$293K 0.02%
10,181
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691
$293K 0.02%
24,616
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692
$293K 0.02%
30,659
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$293K 0.02%
6,736
-757
694
$292K 0.02%
+17,600
695
$292K 0.02%
19,552
+1,021
696
$291K 0.02%
1,953
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697
$291K 0.02%
2,370
698
$289K 0.02%
50,924
-12,302
699
$289K 0.02%
8,498
-150
700
$289K 0.02%
+2,829
26 27
28
29 30