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
801
$235K 0.01%
10,876
-1,052
802
$234K 0.01%
1,751
-5,009
803
$234K 0.01%
4,321
-1,373
804
$234K 0.01%
5,500
-250
805
$233K 0.01%
10,579
-1,879
806
$232K 0.01%
3,422
+24
807
$232K 0.01%
+6,509
808
$231K 0.01%
12,669
809
$230K 0.01%
+3,365
810
$230K 0.01%
2,580
811
$227K 0.01%
9,340
-2,290
812
$227K 0.01%
+6,152
813
$226K 0.01%
+6,172
814
$224K 0.01%
+7,276
815
$223K 0.01%
8,172
816
$223K 0.01%
23,380
+190
817
$222K 0.01%
+2,930
818
$222K 0.01%
19,416
-1,023
819
$221K 0.01%
+3,141
820
$219K 0.01%
424
+24
821
$219K 0.01%
+8,494
822
$218K 0.01%
5,502
-729
823
$217K 0.01%
18,637
-26,568
824
$217K 0.01%
2,487
+5
825
$217K 0.01%
4,581
-37,935
31 32
33
34 35