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
826
$217K 0.01%
+9,167
827
$216K 0.01%
+7,044
828
$215K 0.01%
+4,010
829
$215K 0.01%
+12,625
830
$215K 0.01%
3,864
-75
831
$214K 0.01%
23,633
+15
832
$214K 0.01%
92,641
-2,265
833
$214K 0.01%
+2,095
834
$214K 0.01%
+12,990
835
$213K 0.01%
+1,666
836
$213K 0.01%
51,117
-800
837
$213K 0.01%
+6,341
838
$213K 0.01%
9,896
-1,000
839
$212K 0.01%
+3,448
840
$212K 0.01%
1,051
-415
841
$212K 0.01%
11,479
+1,046
842
$211K 0.01%
14,994
-980
843
$210K 0.01%
2,967
+151
844
$210K 0.01%
+8,450
845
$209K 0.01%
+6,058
846
$208K 0.01%
+9,223
847
$208K 0.01%
+4,805
848
$208K 0.01%
+3,790
849
$207K 0.01%
2,448
+40
850
$207K 0.01%
+1,487
32 33
34
35 36