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
751
$262K 0.02%
+3,033
752
$262K 0.02%
2,109
-37,724
753
$261K 0.02%
+5,905
754
$261K 0.02%
5,039
+551
755
$260K 0.02%
4,370
+163
756
$260K 0.02%
5,930
-270
757
$259K 0.02%
11,204
-351
758
$259K 0.02%
12,024
-497
759
$259K 0.02%
1,613
+314
760
$258K 0.02%
19,711
+3,000
761
$257K 0.02%
7,917
+674
762
$257K 0.02%
+11,036
763
$256K 0.02%
3,092
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764
$256K 0.02%
10,581
-260
765
$255K 0.02%
2,818
-9
766
$255K 0.02%
6,855
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767
$254K 0.01%
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768
$254K 0.01%
12,240
769
$253K 0.01%
+1,157
770
$253K 0.01%
9,203
+20
771
$253K 0.01%
14,413
+215
772
$252K 0.01%
+15,090
773
$252K 0.01%
20,634
-1,384
774
$252K 0.01%
4,727
-1,052
775
$251K 0.01%
6,923
-1,529
29 30
31
32 33