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
376
$1.41M 0.04%
63,165
+5,867
377
$1.41M 0.04%
26,504
-12,075
378
$1.4M 0.04%
9,468
+183
379
$1.4M 0.04%
5,494
+1,376
380
$1.39M 0.04%
44,987
-6,960
381
$1.38M 0.04%
29,337
+1,934
382
$1.38M 0.04%
75,090
-1,324
383
$1.38M 0.04%
61,743
+3,834
384
$1.36M 0.04%
14,409
-225
385
$1.36M 0.04%
27,277
-730
386
$1.36M 0.04%
5,456
-42
387
$1.36M 0.04%
104,698
-11,572
388
$1.35M 0.04%
33,694
-351
389
$1.35M 0.04%
117,089
+48,657
390
$1.35M 0.04%
36,503
-2,336
391
$1.34M 0.04%
39,826
+2,443
392
$1.33M 0.04%
8,998
+2,751
393
$1.33M 0.04%
22,005
+1,672
394
$1.33M 0.04%
5,776
-105
395
$1.32M 0.04%
16,296
-1,905
396
$1.32M 0.04%
5,833
-533
397
$1.32M 0.04%
28,121
-420
398
$1.31M 0.04%
3,994
-243
399
$1.31M 0.04%
109,410
+3,520
400
$1.31M 0.04%
21,644
-3,187
14 15
16
17 18