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
301
$1.94M 0.06%
7,396
-1,447
302
$1.93M 0.06%
46,560
-7,996
303
$1.92M 0.06%
65,205
-8,048
304
$1.91M 0.06%
30,540
+7,090
305
$1.91M 0.06%
76,136
-750
306
$1.91M 0.06%
52,938
-3,156
307
$1.91M 0.06%
9,074
+217
308
$1.91M 0.06%
37,743
-175
309
$1.9M 0.06%
32,693
-2,834
310
$1.88M 0.06%
34,762
-404
311
$1.87M 0.06%
35,420
+902
312
$1.87M 0.06%
64,808
+1,059
313
$1.86M 0.06%
86,602
+11,663
314
$1.85M 0.06%
17,340
-510
315
$1.83M 0.06%
+60,010
316
$1.83M 0.06%
13,853
-2,185
317
$1.82M 0.06%
12,886
-777
318
$1.81M 0.06%
3,099
+58
319
$1.81M 0.06%
19,701
-20,586
320
$1.81M 0.06%
6,836
-1,550
321
$1.81M 0.06%
13,193
-902
322
$1.79M 0.06%
53,563
+652
323
$1.79M 0.06%
18,729
-200
324
$1.77M 0.06%
62,642
+12,027
325
$1.77M 0.06%
11,205
-1,170
11 12
13
14 15