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
376
$1.39M 0.05%
14,628
+1,295
377
$1.39M 0.05%
30,447
-686
378
$1.38M 0.05%
9,107
-148
379
$1.38M 0.05%
62,719
-8,692
380
$1.38M 0.05%
56,409
+28,365
381
$1.38M 0.05%
25,564
+13,380
382
$1.38M 0.05%
29,157
-1,434
383
$1.37M 0.05%
12,269
+1,070
384
$1.36M 0.05%
+15,585
385
$1.36M 0.05%
13,552
-3,318
386
$1.36M 0.05%
51,168
-3,743
387
$1.35M 0.05%
5,808
-5
388
$1.34M 0.05%
51,274
-4,023
389
$1.33M 0.05%
32,579
-3,207
390
$1.33M 0.05%
14,343
+4,013
391
$1.33M 0.05%
17,860
+3,574
392
$1.32M 0.05%
13,787
-18
393
$1.32M 0.05%
11,342
+2,275
394
$1.32M 0.05%
46,058
+20,219
395
$1.31M 0.05%
18,714
+106
396
$1.3M 0.05%
5,709
-174
397
$1.3M 0.05%
13,098
-27
398
$1.29M 0.05%
20,600
-2,969
399
$1.29M 0.05%
5,085
-51
400
$1.29M 0.05%
17,842
+79
14 15
16
17 18