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
276
$2.13M 0.07%
13,987
-1,273
277
$2.12M 0.07%
10,788
-224
278
$2.11M 0.07%
36,648
-500
279
$2.11M 0.07%
90,248
+4,945
280
$2.1M 0.07%
34,214
-12,508
281
$2.09M 0.07%
19,061
-650
282
$2.09M 0.07%
23,571
+1,845
283
$2.09M 0.07%
43,900
-7,617
284
$2.07M 0.07%
11,926
+1,964
285
$2.07M 0.07%
4,581
-365
286
$2.07M 0.07%
42,587
-3,294
287
$2.05M 0.06%
52,341
-4,459
288
$2.04M 0.06%
59,345
+1,721
289
$2.04M 0.06%
28,274
+1,203
290
$2.03M 0.06%
19,884
-5,580
291
$2.03M 0.06%
68,653
+10,778
292
$2.01M 0.06%
15,798
-17
293
$2.01M 0.06%
39,429
+1,051
294
$2M 0.06%
47,929
+5,048
295
$2M 0.06%
56,103
+2,791
296
$2M 0.06%
16,525
+720
297
$1.97M 0.06%
15,501
+104
298
$1.96M 0.06%
27,457
-977
299
$1.96M 0.06%
95,827
-152,463
300
$1.95M 0.06%
41,549
+21,888
10 11
12
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