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
701
$289K 0.02%
2,467
-382
702
$289K 0.02%
6,024
+323
703
$288K 0.02%
2,666
+397
704
$287K 0.02%
+10,115
705
$286K 0.02%
810
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706
$286K 0.02%
+9,668
707
$286K 0.02%
+1,994
708
$284K 0.02%
9,014
-141
709
$283K 0.02%
3,678
-648
710
$283K 0.02%
15,532
-318
711
$283K 0.02%
5,984
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712
$283K 0.02%
7,912
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$281K 0.02%
1,630
-63
714
$281K 0.02%
8,694
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715
$281K 0.02%
10,810
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716
$279K 0.02%
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717
$279K 0.02%
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$278K 0.02%
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719
$278K 0.02%
52,260
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720
$278K 0.02%
11,813
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721
$277K 0.02%
+2,889
722
$277K 0.02%
9,429
+568
723
$277K 0.02%
14,743
-6,140
724
$274K 0.02%
9,234
+9
725
$274K 0.02%
+3,900
27 28
29
30 31