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
251
$2.32M 0.08%
89,578
-17,060
252
$2.32M 0.08%
12,349
+192
253
$2.31M 0.08%
45,967
-605
254
$2.3M 0.08%
174,272
+13,552
255
$2.3M 0.08%
17,802
+247
256
$2.29M 0.08%
9,724
+841
257
$2.28M 0.08%
45,414
+8,821
258
$2.27M 0.08%
73,195
-860
259
$2.26M 0.08%
57,749
-601
260
$2.26M 0.08%
25,708
-1,146
261
$2.24M 0.08%
63,667
+11,802
262
$2.23M 0.08%
13,085
-600
263
$2.23M 0.08%
123,098
+13,018
264
$2.21M 0.08%
32,774
-6,370
265
$2.2M 0.08%
73,724
+63,864
266
$2.19M 0.08%
6,514
-1,913
267
$2.17M 0.08%
12,067
+639
268
$2.16M 0.08%
7,011
-154
269
$2.16M 0.08%
17,504
-5,014
270
$2.15M 0.08%
61,602
-158
271
$2.14M 0.08%
90,886
+50,678
272
$2.14M 0.08%
57,154
+2,001
273
$2.13M 0.08%
47,551
+1,817
274
$2.13M 0.08%
61,431
-1,557
275
$2.1M 0.08%
48,893
+12,624
9 10
11
12 13