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
276
$2.1M 0.08%
26,234
-1,465
277
$2.07M 0.07%
27,752
+6,352
278
$2.06M 0.07%
49,024
+105
279
$2.03M 0.07%
45,271
+8,013
280
$2.02M 0.07%
+67,729
281
$2.01M 0.07%
34,808
+15,698
282
$1.99M 0.07%
55,874
-613
283
$1.99M 0.07%
45,409
-407
284
$1.98M 0.07%
8,283
+119
285
$1.96M 0.07%
9,228
+222
286
$1.95M 0.07%
18,700
+2,528
287
$1.93M 0.07%
15,248
+2,912
288
$1.92M 0.07%
9,280
-193
289
$1.9M 0.07%
11,323
+120
290
$1.88M 0.07%
8,783
-421
291
$1.88M 0.07%
26,436
+678
292
$1.88M 0.07%
23,085
-875
293
$1.87M 0.07%
27,900
-3,378
294
$1.86M 0.07%
12,127
-1,255
295
$1.86M 0.07%
36,305
-1,340
296
$1.85M 0.07%
+41,745
297
$1.85M 0.07%
47,035
+10,902
298
$1.84M 0.07%
30,220
+9,417
299
$1.83M 0.07%
103,407
-2,473
300
$1.83M 0.07%
13,474
+247
10 11
12
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