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
326
$1.77M 0.06%
36,866
+3,078
327
$1.76M 0.06%
70,310
-15,210
328
$1.76M 0.06%
125,237
+36,326
329
$1.73M 0.06%
37,230
+6,519
330
$1.73M 0.05%
38,067
-666
331
$1.73M 0.05%
10,936
+52
332
$1.72M 0.05%
22,854
+4,102
333
$1.72M 0.05%
18,212
-360
334
$1.71M 0.05%
25,811
-350
335
$1.7M 0.05%
9,815
+2,238
336
$1.7M 0.05%
76,473
-42,152
337
$1.69M 0.05%
21,532
+7,180
338
$1.68M 0.05%
43,869
+349
339
$1.68M 0.05%
37,781
+697
340
$1.66M 0.05%
17,038
-70
341
$1.65M 0.05%
29,188
+284
342
$1.65M 0.05%
88,031
-22,556
343
$1.64M 0.05%
6,889
-2,012
344
$1.64M 0.05%
66,087
+4,277
345
$1.62M 0.05%
21,584
-885
346
$1.61M 0.05%
33,879
-2,093
347
$1.59M 0.05%
15,567
+612
348
$1.59M 0.05%
24,408
+590
349
$1.58M 0.05%
6,159
-219
350
$1.58M 0.05%
30,365
+868
12 13
14
15 16