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
301
$1.83M 0.07%
29,772
+60
302
$1.82M 0.06%
4,842
+3,417
303
$1.81M 0.06%
7,635
-387
304
$1.81M 0.06%
44,234
+8,125
305
$1.79M 0.06%
20,200
-252
306
$1.79M 0.06%
11,461
-147
307
$1.79M 0.06%
15,507
+311
308
$1.79M 0.06%
75,135
+52,295
309
$1.77M 0.06%
7,130
-440
310
$1.77M 0.06%
22,756
-1,936
311
$1.77M 0.06%
45,344
-20,302
312
$1.74M 0.06%
40,435
+69
313
$1.74M 0.06%
15,979
+722
314
$1.74M 0.06%
56,142
+7,351
315
$1.74M 0.06%
37,899
+1,549
316
$1.73M 0.06%
6,495
-115
317
$1.73M 0.06%
32,351
+12,046
318
$1.72M 0.06%
34,884
+10,541
319
$1.71M 0.06%
7,476
+1,221
320
$1.71M 0.06%
63,973
-47,749
321
$1.71M 0.06%
121,008
-4,682
322
$1.71M 0.06%
15,513
+5,865
323
$1.7M 0.06%
7,698
-41
324
$1.69M 0.06%
12,889
+2,436
325
$1.68M 0.06%
33,802
+10
11 12
13
14 15