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
351
$1.57M 0.05%
48,634
+17,566
352
$1.56M 0.05%
42,746
-16,806
353
$1.55M 0.05%
50,940
-2,570
354
$1.55M 0.05%
40,263
-13,513
355
$1.55M 0.05%
36,703
-18,619
356
$1.55M 0.05%
5,017
-10
357
$1.55M 0.05%
77,769
-3,792
358
$1.54M 0.05%
24,070
-13
359
$1.54M 0.05%
60,641
+7,045
360
$1.53M 0.05%
31,776
+9,479
361
$1.52M 0.05%
45,587
+919
362
$1.52M 0.05%
16,568
+418
363
$1.51M 0.05%
27,507
-532
364
$1.5M 0.05%
11,356
-707
365
$1.49M 0.05%
19,192
-16,277
366
$1.49M 0.05%
4,963
-620
367
$1.49M 0.05%
11,652
-813
368
$1.48M 0.05%
42,285
+1,094
369
$1.45M 0.05%
12,536
+287
370
$1.44M 0.05%
2,444
-37
371
$1.42M 0.05%
21,564
-5,144
372
$1.42M 0.05%
18,418
-1,685
373
$1.41M 0.04%
44,263
+6,160
374
$1.41M 0.04%
11,900
-35
375
$1.41M 0.04%
3,007
+14
13 14
15
16 17