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
201
$1.79M 0.11%
9,363
+312
202
$1.78M 0.1%
+56,454
203
$1.78M 0.1%
22,968
+1,085
204
$1.78M 0.1%
11,039
+828
205
$1.75M 0.1%
208,314
+68,527
206
$1.75M 0.1%
37,054
+8,097
207
$1.74M 0.1%
51,908
+11,566
208
$1.74M 0.1%
13,374
+223
209
$1.72M 0.1%
42,733
-15,371
210
$1.71M 0.1%
23,517
+9,259
211
$1.7M 0.1%
19,577
+2,899
212
$1.67M 0.1%
19,022
+254
213
$1.66M 0.1%
36,725
-8,460
214
$1.65M 0.1%
22,643
+1,202
215
$1.64M 0.1%
+3,364
216
$1.62M 0.1%
25,943
+9,942
217
$1.62M 0.1%
27,935
+4,504
218
$1.61M 0.09%
41,680
-543
219
$1.61M 0.09%
37,589
-27,676
220
$1.59M 0.09%
20,433
-1,032
221
$1.56M 0.09%
32,434
+2,571
222
$1.55M 0.09%
26,212
-4,393
223
$1.55M 0.09%
29,907
+94
224
$1.55M 0.09%
19,496
+110
225
$1.54M 0.09%
72,827
+2,491
7 8
9
10 11