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
$3.15B
AUM Growth
-$26.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,277
New
Increased
Reduced
Closed

Top Buys

1
+$8.31M
2
+$7.14M
3
+$6.28M
4
SDVY icon
First Trust SMID Cap Rising Dividend Achievers ETF
SDVY
+$6.25M
5
PAMC icon
Pacer Lunt MidCap Multi-Factor Alternator ETF
PAMC
+$4.87M

Top Sells

1
+$9.52M
2
+$6.94M
3
+$6.29M
4
MSFT icon
Microsoft
MSFT
+$5.36M
5
ARM icon
Arm
ARM
+$5.07M

Sector Composition

1 Technology 13.9%
2 Consumer Discretionary 4.29%
3 Healthcare 3.99%
4 Financials 3.89%
5 Industrials 3.01%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$2.68M 0.09%
45,325
+9,387
227
$2.66M 0.08%
65,689
+1,101
228
$2.65M 0.08%
16,664
-3,383
229
$2.63M 0.08%
69,296
+3,012
230
$2.62M 0.08%
23,089
-5,620
231
$2.61M 0.08%
18,852
+82
232
$2.6M 0.08%
5,969
-266
233
$2.59M 0.08%
31,580
+13,550
234
$2.58M 0.08%
73,722
-141,576
235
$2.57M 0.08%
51,004
+5,927
236
$2.57M 0.08%
60,898
-3,540
237
$2.56M 0.08%
11,060
+206
238
$2.53M 0.08%
24,934
-1,249
239
$2.52M 0.08%
4,534
-1,075
240
$2.5M 0.08%
45,057
+7,793
241
$2.46M 0.08%
9,236
+91
242
$2.45M 0.08%
50,562
+7,496
243
$2.45M 0.08%
41,103
-428
244
$2.43M 0.08%
23,256
+208
245
$2.42M 0.08%
27,420
+5,428
246
$2.39M 0.08%
23,232
-2,183
247
$2.39M 0.08%
9,870
-187
248
$2.36M 0.07%
16,564
-372
249
$2.34M 0.07%
+38,605
250
$2.34M 0.07%
58,290
-289
8 9
10
11 12