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
326
$1.68M 0.06%
30,342
+15,623
327
$1.67M 0.06%
35,085
-45,894
328
$1.67M 0.06%
+52,558
329
$1.66M 0.06%
5,460
-7,443
330
$1.66M 0.06%
12,804
-82
331
$1.65M 0.06%
11,174
-199
332
$1.64M 0.06%
45,727
-3,242
333
$1.64M 0.06%
91,836
-1,557
334
$1.63M 0.06%
153,790
+100
335
$1.63M 0.06%
11,090
+2,692
336
$1.62M 0.06%
92,621
+481
337
$1.61M 0.06%
16,862
-271
338
$1.6M 0.06%
6,597
-257
339
$1.6M 0.06%
33,304
+1,812
340
$1.59M 0.06%
6,866
-133
341
$1.59M 0.06%
16,992
+7
342
$1.58M 0.06%
14,565
+253
343
$1.57M 0.06%
7,099
+304
344
$1.56M 0.06%
41,171
+13,733
345
$1.56M 0.06%
9,092
-366
346
$1.56M 0.06%
+34,635
347
$1.56M 0.06%
98,189
-10,768
348
$1.56M 0.06%
45,348
-1,278
349
$1.55M 0.06%
4,855
-619
350
$1.54M 0.06%
11,952
+297
12 13
14
15 16