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
401
$1.31M 0.04%
11,854
-943
402
$1.3M 0.04%
35,564
+5,634
403
$1.3M 0.04%
+40,674
404
$1.3M 0.04%
14,547
+3,376
405
$1.3M 0.04%
50,476
+4,200
406
$1.3M 0.04%
6,394
+2,623
407
$1.3M 0.04%
26,175
-50,300
408
$1.29M 0.04%
18,109
+1,798
409
$1.28M 0.04%
19,443
+1,175
410
$1.27M 0.04%
50,489
-30,028
411
$1.27M 0.04%
54,537
-45,681
412
$1.27M 0.04%
6,317
+750
413
$1.26M 0.04%
62,694
+541
414
$1.24M 0.04%
5,218
-813
415
$1.24M 0.04%
22,130
-2,057
416
$1.24M 0.04%
5,767
+356
417
$1.24M 0.04%
2,194
-13
418
$1.23M 0.04%
2,276
+39
419
$1.23M 0.04%
1,898
+56
420
$1.23M 0.04%
6,307
-300
421
$1.22M 0.04%
27,022
-2,255
422
$1.21M 0.04%
12,434
-1,465
423
$1.21M 0.04%
114,468
+30,563
424
$1.21M 0.04%
15,501
+353
425
$1.2M 0.04%
7,661
+624
15 16
17
18 19