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
$3.26B
AUM Growth
+$109M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,282
New
Increased
Reduced
Closed

Top Buys

1
+$19.3M
2
+$4.43M
3
+$3.61M
4
FTGS icon
First Trust Growth Strength ETF
FTGS
+$3.41M
5
BUFR icon
FT Vest Fund of Buffer ETFs
BUFR
+$3.11M

Top Sells

1
+$8.05M
2
+$6.63M
3
+$6.19M
4
AAPL icon
Apple
AAPL
+$5.74M
5
IVW icon
iShares S&P 500 Growth ETF
IVW
+$5.62M

Sector Composition

1 Technology 13.13%
2 Consumer Discretionary 4.22%
3 Healthcare 4.12%
4 Financials 4.11%
5 Industrials 3.24%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
401
$1.34M 0.04%
26,841
+6,281
402
$1.34M 0.04%
12,819
-8,282
403
$1.34M 0.04%
23,204
+1,073
404
$1.32M 0.04%
+23,369
405
$1.32M 0.04%
28,922
+844
406
$1.32M 0.04%
30,335
+11,816
407
$1.31M 0.04%
42,603
-2,384
408
$1.3M 0.04%
22,544
-3,960
409
$1.3M 0.04%
10,931
-1,503
410
$1.29M 0.04%
10,744
+1,910
411
$1.29M 0.04%
41,151
-11,787
412
$1.29M 0.04%
28,327
+20,689
413
$1.28M 0.04%
62,790
+712
414
$1.28M 0.04%
61,302
+4,207
415
$1.28M 0.04%
15,939
-5,625
416
$1.28M 0.04%
2,746
-261
417
$1.27M 0.04%
121,769
+7,222
418
$1.27M 0.04%
54,183
-354
419
$1.26M 0.04%
11,431
+1,924
420
$1.26M 0.04%
25,778
-291
421
$1.26M 0.04%
45,626
+19,764
422
$1.26M 0.04%
16,350
+2,070
423
$1.25M 0.04%
12,039
-608
424
$1.24M 0.04%
23,978
+4,614
425
$1.24M 0.04%
2,385
+109
15 16
17
18 19