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
351
$1.53M 0.05%
3,461
+1,363
352
$1.53M 0.05%
23,866
-3,130
353
$1.52M 0.05%
11,224
-1,235
354
$1.51M 0.05%
19,788
-3,480
355
$1.5M 0.05%
45,659
+5,393
356
$1.49M 0.05%
56,926
+6,464
357
$1.49M 0.05%
49,778
+274
358
$1.48M 0.05%
36,088
+1,307
359
$1.47M 0.05%
25,511
+369
360
$1.47M 0.05%
107,166
-460
361
$1.46M 0.05%
45,219
+631
362
$1.46M 0.05%
10,561
-288
363
$1.45M 0.05%
29,405
-19,781
364
$1.45M 0.05%
8,302
+2,442
365
$1.44M 0.05%
80,317
-4,706
366
$1.44M 0.05%
17,168
-1,541
367
$1.43M 0.05%
22,193
+3,121
368
$1.42M 0.05%
10,744
-2,419
369
$1.42M 0.05%
22,580
+5,276
370
$1.41M 0.05%
24,873
-6,361
371
$1.41M 0.05%
21,439
+6,605
372
$1.41M 0.05%
38,092
-1,154
373
$1.41M 0.05%
42,744
+22,514
374
$1.4M 0.05%
1,974
-268
375
$1.39M 0.05%
94,119
+15,374
13 14
15
16 17