SPC

Sigma Planning Corp Portfolio holdings

AUM $3.62B
1-Year Est. Return 21.99%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+21.99%
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
+$14M
2
+$9.41M
3
+$7.5M
4
IJR icon
iShares Core S&P Small-Cap ETF
IJR
+$7.44M
5
AMZN icon
Amazon
AMZN
+$6.37M

Top Sells

1
+$7.04M
2
+$4.36M
3
+$4.28M
4
IEMG icon
iShares Core MSCI Emerging Markets ETF
IEMG
+$3.74M
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
926
$37K ﹤0.01%
12,596
-1,735
927
$25K ﹤0.01%
+469
928
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-11,154
929
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930
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931
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932
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933
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934
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935
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936
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937
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938
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939
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940
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942
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943
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944
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945
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946
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947
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948
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949
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36 37
38
39 40