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
776
$249K 0.01%
6,952
-91
777
$249K 0.01%
5,169
+631
778
$249K 0.01%
24,436
-2,868
779
$248K 0.01%
14,928
+1,456
780
$248K 0.01%
9,210
-105
781
$248K 0.01%
5,254
-1,548
782
$247K 0.01%
2,205
-130
783
$247K 0.01%
2,869
+2
784
$247K 0.01%
12,254
-1,904
785
$245K 0.01%
3,859
+22
786
$244K 0.01%
3,635
+253
787
$244K 0.01%
3,542
+47
788
$244K 0.01%
+12,045
789
$243K 0.01%
19,143
+1,655
790
$242K 0.01%
14,192
-806
791
$242K 0.01%
10,084
+1,290
792
$242K 0.01%
3,846
793
$242K 0.01%
2,700
794
$241K 0.01%
4,341
+98
795
$241K 0.01%
13,661
+1,384
796
$239K 0.01%
6,965
+79
797
$239K 0.01%
6,572
798
$238K 0.01%
24,825
+3,000
799
$237K 0.01%
+1,859
800
$236K 0.01%
+3,420
30 31
32
33 34