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
876
$162K 0.01%
11,666
-8,041
877
$154K 0.01%
14,386
+816
878
$151K 0.01%
2,388
+11
879
$151K 0.01%
15,334
-4,295
880
$149K 0.01%
+11,205
881
$147K 0.01%
15,509
+379
882
$144K 0.01%
523
883
$141K 0.01%
38,850
-14,873
884
$140K 0.01%
17,233
+3,082
885
$132K 0.01%
+12,204
886
$126K 0.01%
+23,500
887
$120K 0.01%
12,177
-36
888
$119K 0.01%
27,225
-238
889
$119K 0.01%
3,833
-1,242
890
$118K 0.01%
13,100
891
$117K 0.01%
722
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$115K 0.01%
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893
$113K 0.01%
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894
$111K 0.01%
+10,095
895
$107K 0.01%
10,650
-2,901
896
$104K 0.01%
5,358
-91
897
$102K 0.01%
18,598
+6,142
898
$102K 0.01%
+10,494
899
$101K 0.01%
1,318
-57
900
$100K 0.01%
11,729
-72
34 35
36
37 38