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
851
$207K 0.01%
+8,596
852
$206K 0.01%
+4,553
853
$206K 0.01%
1,810
-470
854
$206K 0.01%
7,378
-799
855
$204K 0.01%
+7,616
856
$204K 0.01%
4,015
+4
857
$203K 0.01%
+3,883
858
$203K 0.01%
+5,586
859
$203K 0.01%
+4,184
860
$202K 0.01%
3,784
-523
861
$201K 0.01%
8,090
+10
862
$201K 0.01%
+594
863
$201K 0.01%
+8,700
864
$200K 0.01%
9,437
865
$199K 0.01%
22,158
+250
866
$196K 0.01%
13,269
-4,899
867
$181K 0.01%
+10,436
868
$179K 0.01%
31,971
869
$178K 0.01%
11,665
-155
870
$177K 0.01%
+10,089
871
$173K 0.01%
19,851
-4,095
872
$172K 0.01%
16,535
-1,693
873
$172K 0.01%
5,089
+1
874
$171K 0.01%
12,002
-2,900
875
$166K 0.01%
16,104
+1,432
33 34
35
36 37