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
901
$100K 0.01%
13,763
+3
902
$97K 0.01%
12,149
-3,939
903
$96K 0.01%
13,655
904
$93K 0.01%
1,238
-97
905
$85K 0.01%
19,250
906
$83K ﹤0.01%
+3,400
907
$75K ﹤0.01%
24,702
+8,010
908
$74K ﹤0.01%
33,727
+1,602
909
$70K ﹤0.01%
5,757
910
$69K ﹤0.01%
13,911
-1,000
911
$66K ﹤0.01%
10,623
-150
912
$65K ﹤0.01%
10,742
-196
913
$64K ﹤0.01%
2,628
+32
914
$63K ﹤0.01%
2,474
-150
915
$62K ﹤0.01%
+5,034
916
$59K ﹤0.01%
12,287
-153
917
– –
0
918
$57K ﹤0.01%
17,000
-8,000
919
$54K ﹤0.01%
12,574
+770
920
$50K ﹤0.01%
26,642
-858
921
$49K ﹤0.01%
13,023
922
$46K ﹤0.01%
17,528
+2
923
$46K ﹤0.01%
16,317
-23,961
924
$42K ﹤0.01%
1,678
925
$38K ﹤0.01%
+1,080
35 36
37
38 39