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
251
$2.33M 0.07%
27,247
-391
252
$2.33M 0.07%
143,831
+4,976
253
$2.33M 0.07%
4,214
-385
254
$2.32M 0.07%
21,811
+3,318
255
$2.29M 0.07%
8,871
+148
256
$2.27M 0.07%
27,966
-117
257
$2.26M 0.07%
44,993
-2,457
258
$2.26M 0.07%
28,719
+3,838
259
$2.26M 0.07%
11,468
+69
260
$2.25M 0.07%
19,663
+1,203
261
$2.25M 0.07%
18,167
+743
262
$2.24M 0.07%
37,886
-11,090
263
$2.21M 0.07%
10,860
+389
264
$2.2M 0.07%
9,312
-63
265
$2.19M 0.07%
70,710
+5,442
266
$2.19M 0.07%
56,443
+4,182
267
$2.17M 0.07%
46,469
-614
268
$2.17M 0.07%
6,912
-287
269
$2.17M 0.07%
21,101
+5,137
270
$2.17M 0.07%
40,811
-2,678
271
$2.16M 0.07%
21,417
-1,345
272
$2.15M 0.07%
2,734
-5,357
273
$2.15M 0.07%
52,551
-1,805
274
$2.14M 0.07%
12,061
-138
275
$2.13M 0.07%
53,037
-27,954
9 10
11
12 13