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
726
$273K 0.02%
13,068
-378
727
$272K 0.02%
+8,859
728
$272K 0.02%
2,037
-781
729
$271K 0.02%
13,945
-2,033
730
$271K 0.02%
+8,177
731
$270K 0.02%
2,072
-1,408
732
$270K 0.02%
+8,389
733
$269K 0.02%
10,232
-994
734
$268K 0.02%
2,550
-116
735
$268K 0.02%
4,373
+194
736
$267K 0.02%
8,747
-1,712
737
$267K 0.02%
4,942
-3,708
738
$267K 0.02%
9,880
+867
739
$267K 0.02%
21,062
+1,513
740
$266K 0.02%
5,573
-168
741
$266K 0.02%
15,494
+1,101
742
$265K 0.02%
27,935
+124
743
$265K 0.02%
3,322
+534
744
$265K 0.02%
+3,345
745
$264K 0.02%
4,015
-36
746
$264K 0.02%
5,658
-57
747
$263K 0.02%
+2,051
748
$263K 0.02%
3,886
-20
749
$262K 0.02%
55,851
+17,497
750
$262K 0.02%
+3,586
28 29
30
31 32