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
401
$1.29M 0.05%
28,712
-36
402
$1.28M 0.05%
58,380
+648
403
$1.26M 0.05%
84,482
-3,193
404
$1.25M 0.04%
27,395
-2,078
405
$1.25M 0.04%
4,854
+141
406
$1.24M 0.04%
26,976
+3,213
407
$1.24M 0.04%
6,879
+810
408
$1.24M 0.04%
24,740
-4,316
409
$1.24M 0.04%
28,326
-2,388
410
$1.24M 0.04%
14,681
-2,276
411
$1.23M 0.04%
27,179
-19,482
412
$1.23M 0.04%
25,584
-1,667
413
$1.23M 0.04%
49,723
-3,810
414
$1.21M 0.04%
14,034
-1,153
415
$1.2M 0.04%
38,508
-1,280
416
$1.19M 0.04%
52,542
-23,266
417
$1.19M 0.04%
26,680
+266
418
$1.19M 0.04%
16,056
+570
419
$1.19M 0.04%
24,090
+994
420
$1.19M 0.04%
57,295
+34,063
421
$1.19M 0.04%
39,900
+2,735
422
$1.18M 0.04%
17,747
-327
423
$1.18M 0.04%
16,434
-433
424
$1.18M 0.04%
23,698
-6,908
425
$1.17M 0.04%
13,033
-16
15 16
17
18 19