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
$2.8B
AUM Growth
+$183M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,358
New
Increased
Reduced
Closed

Top Buys

1
+$13M
2
+$12.8M
3
+$11.1M
4
NOC icon
Northrop Grumman
NOC
+$5.58M
5
DDEC icon
FT Vest US Equity Deep Buffer ETF December
DDEC
+$5.08M

Top Sells

1
+$9.48M
2
+$9M
3
+$8.18M
4
AAPL icon
Apple
AAPL
+$4.17M
5
CFO icon
VictoryShares US 500 Enhanced Volatility Wtd ETF
CFO
+$3.39M

Sector Composition

1 Technology 8.97%
2 Healthcare 5.48%
3 Financials 4.46%
4 Consumer Discretionary 4.03%
5 Industrials 3.89%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$2.54M 0.09%
70,344
-57,861
227
$2.54M 0.09%
77,432
-512
228
$2.54M 0.09%
24,144
+356
229
$2.52M 0.09%
88,773
-1,865
230
$2.51M 0.09%
143,591
+67,246
231
$2.47M 0.09%
21,069
-1,269
232
$2.46M 0.09%
23,568
+1,798
233
$2.46M 0.09%
64,522
+41,991
234
$2.45M 0.09%
10,022
+1,424
235
$2.45M 0.09%
18,578
-643
236
$2.45M 0.09%
89,568
+3,140
237
$2.44M 0.09%
39,714
+8,378
238
$2.42M 0.09%
38,217
+3,562
239
$2.42M 0.09%
31,178
+833
240
$2.42M 0.09%
29,577
-1,727
241
$2.42M 0.09%
35,377
-1,490
242
$2.41M 0.09%
7,032
-1,272
243
$2.41M 0.09%
158,462
+8,821
244
$2.39M 0.09%
33,269
-11,435
245
$2.39M 0.09%
33,543
-5,096
246
$2.38M 0.09%
30,521
-582
247
$2.37M 0.08%
30,986
-79
248
$2.37M 0.08%
41,680
+11,180
249
$2.35M 0.08%
80,138
+50,864
250
$2.32M 0.08%
40,142
-3,063
8 9
10
11 12